Our team

Jie (Grace) Jiao

Principle Financial Adviser

For more than 10 years, Grace has changed different roles in financial industry, most recently as principal financial advisor in AMP Financial Planning network helping individuals and families achieve their financial planning goals at different life stage. Prior to commencing the financial planning career, Grace has attained a number of life skills by owning and managing 2 businesses, as well as a tax agent.

Currently Grace works with Mortgage brokers and Accountants to provide comprehensive services to their networks and clients. Grace has the passion to understand clients, develop deeper and more meaningful relationships. Grace would like to work with each single client and family to create a happier future.

Advice I specialise in includes:

• Investment planning
• Personal and employer superannuation
• Personal insurance and risk management
• Retirement planning
• Budget and debt management

Lu (Vivian) Gan

Financial Adviser

Vivian is well positioned to establish trust connections and makes valuable differences to people what really matters to them.

She has abundant experiences in the financial industry over years. More recently she works as a financial advisor to assist her clients to have a greater understanding and gain controls over their situation and choices. Her goal is about helping people do all the things they want to do.

Advice I specialise in includes:

• Investment planning
• Personal and employer superannuation
• Personal insurance and risk management
• Retirement planning
• Budget and debt management

Xiao (Jack) Wang

Financial Adviser

Jack prides himself on being a personable financial adviser who like to build long lasting relationships with his clients.

Jack holds a Master's degree in Finance and Accounting from the University of Sydney. His previous work experience includes working as Lending Manager for 6 years and working as Financial Accountant for 3 years.

Jack’s willingness to listen and consider for my clients' personal circumstances ensures that his advice is tailored to suit his clients’ needs.

Outside of work, Jack enjoys all sports including basketball, football and table tennis.

Advice I specialise in includes:

• Investment planning
• Personal and employer superannuation
• Personal insurance and risk management
• Retirement planning
• Budget and debt management

Yujia (Keith) Sun

Accredited Mortgage Consultant

Keith is focused on providing professional consultation and superior customer service. He is keen on working closely with clients to build long-term relationship.

As a Mortgage Consultant, Keith is passionate about educating and assisting his clients in regard to their financial decision making. By clearly understanding clients' goals and motivations and researching most suitable products, he aims to deliver great customer service to help his clients purchase their properties successfully.

Advice I specialise in includes:

• Home loans and residential investment loans
• Reverse mortgages
• Commercial loans and commercial asset finance
• SMSF loans

Karen Zheng

Support Team Member

Dan Lu

Support Team Member

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[Advisor] has been providing professional financial planning advice and solutions to clients since [year].

[Advisor] prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in includes:

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Outside of work you will find me:

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• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

[name]

[title]

[Advisor] has been providing professional financial planning advice and solutions to clients since [year].

[Advisor] prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in includes:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

Outside of work you will find me:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.