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
-
Years of Experience 11 Years
-
Licensed By Focused Financial Advice Pty Ltd