Sean Yeo CFP®

Sean Yeo CFP®

About Me

Starting out in the financial services industry since 2006, I have been involved with my own business as a mortgage broker, banking call centre operative, account manager for an insurance company and finally a financial adviser since 2013. My clients generally wish to find a way to have enough to get through their various stages in life. I offer them strategies rather than product offerings to help them reach their objectives.A family man as well, I am a shameless fan of Star Wars and other cult like science fiction movies.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Focused Financial Advice Pty Ltd
CERTIFIED FINANCIAL PLANNER®