All you need to know about
Hung

My role here is to help our clients achieve their goals and become financially free. This involves doing the research and putting in place a plan to make sure our clients are on track to enjoy the life that they want and what is important to them. Anything from structuring their cash flow, investing, buying their first home and/or investment properties, looking into their superannuation, all the way to putting in place a plan to retire and enjoying retirement.

I focus on the short and long-term strategies to ensure clients are able to reach both their lifestyle and financial goals. I help make people aware of the options they have and the opportunities available – potentially saving them from making bad financial decisions. I help them explore, prioritise and give them the information to make decisions now and when life changes. I have been fortunate to be able to help so many families and people I consider as friends by being there to discuss options, life changes and share their success.

What Healthy, Wealthy and Happy means to you?

I personally believe in being happy means you are supported in all areas of your life. What this means to me is being fit, active and having great support both personally and in the office.

Knowing my own personal financial plan is working in the background gives me comfort so I can help focus on what I do best – helping others.

Having a great team with me and a plan to support my goals, I know I’ll be heathy, wealthy and happy.

Qualifications

• Bachelor of Commerce, Financial Planning

Memberships, accreditations and associations

• Sub-Authorised Representative No.1257045 of Evalesco Financial Services
• Corporate Representative No. 325313 of Australian Advice Network
• Member of the Financial Advice Association of Australia (FAAA)

Areas of expertise

• Financial education
• Investment Advice
• Retirement Planning
• Wealth Accumulation & Cashflow Management
• Financial Modelling & Projections