About Me

Yuan Gao CFP® (Pending) | Principal Adviser | Accountant | Credit & Real Estate Specialist

Yuan Gao is a dynamic, multi-disciplinary financial professional who brings a unique breadth of expertise across financial planning, accounting, credit advisory, and real estate. With over a decade of experience working with high-net-worth individuals, family groups, and business owners, Yuan delivers comprehensive, customised strategies that optimise client outcomes across every dimension of wealth.

Yuan holds an Australian financial services licence (AFSL), an Australian credit licence (ACL), and a real estate agent licence, positioning him to offer clients integrated, end-to-end advice covering investments, lending, property, taxation, retirement planning, and business strategy.

He is completing the Certified Financial Planner (CFP®) designation, internationally recognised across 28+ countries, and has successfully established cross-border investment vehicles, including a US-based managed fund designed to generate sustainable passive income for investors.

Yuan’s multi-disciplinary expertise enables him to assess client needs holistically — going beyond narrow product advice to craft solutions that account for tax efficiency, asset protection, real estate optimisation, lending structures, investment diversification, succession planning, and cross-border considerations. He is particularly skilled at navigating complex, multi-jurisdictional issues for clients seeking to build, preserve, and transfer wealth.

Fluent in English and Chinese, Yuan serves both local and international clients with professionalism, clarity, and a genuine commitment to helping them achieve long-term success. His approach focuses on adding value from every possible angle, ensuring that no opportunity is left unexplored.