Guan Un
About Me
I started my career as an Accountant in Sydney in the mid-1980s. I subsequently ventured into the financial services industry in 1993 initially as a stockbroker, then a financial planner since 2002. I hold a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and accreditation to advise on Self-Managed Superannuation Fund (SMSF). During these years, I have encountered the ups and downs of the financial market. These invaluable experiences have taught me to be prudent when making investment decisions. I enjoy spending my free time with my wife and two daughters. I play squash and swimming to keep myself healthy. As an average guy with a young family, I understand how important it is to plan and protect my most valuable assets - my family.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 16 Years
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