Our Team

Our Team

Financial planning is more than just money, it’s about people and the way they want to live their lives. People are also the driving force behind our company and we believe we have some of the best. Our team is dynamic, loyal and dedicated..that’s the way they came into this world and it’s why we love them.

 

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Tony Chiu – Principal CFP

Tony is not your usual entrepreneur, but a multi-faceted individual performing in many professional and social arenas. Tony believes enjoyment of life is just as important as preparing for a positive future and excels in giving clients the balance necessary to achieve both.

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Jasmine Pattinson – Practice Manager

As a non- Financial Planner in a financial world, Jasmine’s skill set is honed for best practice. She delights in streamlining processes and fine-tuning interactions to ensure each remains highly personalised and productive.

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Flora Chung – Marketing Officer

Flora's Private Banking and International trading experience makes her a "can-do" wiz, quickly identifying essential time-management paths with a keen sense of  efficiency and always with an air of professionalism.

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Bonnie Chen – Account Manager

As a mum and Account Manager extraordinaire, Bonnie understands the essence of being a “Busy Professional “. With her straight forward approach to work and life making her a time-management superstar, she’s always ahead of schedule and with a tactical mind never misses her mark.

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Carol Tin – Reception

Carol's our part-time receptionist (full time mum to Gemma!) and she loves to help, learn and always brings a positive "lets make this day shine" attitude to every aspect of her role. We think you'll like her as much as we do!