About Me

Kar is a Certified Practising Accountant and holds a Masters of Applied Finance.Kar has over 10 years of financial services experience in corporate and personal finance working in various financial services organisations and consulting firms. During this time, he worked on financial advisory, mergers & acquisitions, planning and strategy across several industries which included wealth management, private equities, trading, manufacturing, retail and services. Kar now uses the skill sets developed throughout his career to help individuals, families, and small & medium enterprise (SME) owners in wealth creation, asset protection and succession planning/exit strategy. Kar is focused on delivering individuals and families with tailored financial solutions to best achieve their wealth creation and protection goals. He believes that this is effectively achieved over time through a professional ongoing and engaged relationship. He believes everyone is capable of achieving financial well-being. Kar is dedicated to explaining in an easy to understand manner the viable options available and guiding clients on the best strategy in achieving their goals.Kar speaks Mandarin and Cantonese and is actively engaged in helping the broader community. Kar is currently a financial adviser in the Synchron network. Kar believes in the philosophies of building a strong and long lasting relationship with its clients.Kar is married and enjoys spending quality time with his family and friends. His interests include travelling, flora and fauna, art and cuisine.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Synchron Advice Pty Ltd