ARTISAN FINANCIAL SERVICES - Key Persons
I am a Director of Artisan Financial Services and have been a financial planner since 2013. I enjoy all aspects of what we do for clients and prefer to take a pragmatic approach to the strategies and recommendations we make to our clients.
I have been involved in business in and out of financial planning, which provides a unique perspective in my approach. I am a member of the Financial Advice Association and am completing my Graduate Diploma of financial planning.
I represented my state and country playing the sport of hockey and enjoy travelling with family.
I joined Artisan Financial Services in September 2008. I carry the responsibility of overall running of the practice including handling and administration of business workflows, liaising with clients where required and certain institutions and ensuring full completion of any work to be carried out for clients. I work closely with all directors. I was born in Taiwan and speak three languages. I am very much a people person and enjoy meeting the many clients at Artisan Financial Services. I have an MBA from UWA.
Job Titles:
- Certified Financial Planner
I am a Co-Founder and Director of Artisan Financial Services and have been a Financial Planner since 1997. I have a genuine passion for getting to know my clients and finding a personalized strategy to meet their individual circumstances. I have a particular interest in Self Managed Superannuation. I am a CERTIFIED FINANCIAL PLANNER® and have a Diploma of Financial Planning as well as a SMSF Association SMSF Specialist Advisor™ designation.
I am an Authorised Representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association and the SMSF Association.
I like to spend time with my family and getting involved with my kid's sports. As a family we also like to travel to new and exciting destinations when we can.
Job Titles:
- Certified Financial Planner
I am a Co-Founder and Director of Artisan Financial Services and have been in the financial services industry since 1997. I enjoy all areas of financial advice and providing guidance to clients so they can confidently make the right decisions and feel in control of their finances. I have had practical business experience both inside and outside of financial planning, including as an accountant for 6 years. I am a CERTIFIED FINANCIAL PLANNER® and have a Graduate Diploma of Financial Planning, Professional Certificate in SMSF and a Bachelor of Business degree (Accounting).
I am a member of the Financial Planning Association of Australia.
Outside of work I like to spend time with my family, friends and helping out at my children's sporting clubs. I like going surfing and heading over to Rottnest.