MenuJinwei Zuo
About Me
Since graduating from the Horizons Program, David became a financial adviser in 2015 prior to joining Referred Advisory in 2018. David has a strong background in applied mathematics, network analysis (Monash University & Peking University), and his financial planning career includes client facing technical advice, research as well as paraplanning roles.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years -
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