About Me

Jimmy is a Certified Financial Planner® (CFP®) and a member of the Financial Planning Association of Australia. Jimmy is a Financial Adviser since 1990, he has worked in financial services over 30 years. With the wealth of financial planning knowledge and experience in a complex and ever-changing financial industry, he successfully helped many of his clients achieving their financial goals.As a founder of Amicus Financial Lifestyle Planning, Jimmy is a specialist in creating income stream strategies and retirement planning for his clients. Couple with complex SMSF and assets allocation strategies, clients can benefit from the current volatile investment market.Jimmy recognises the importance of building a strong and long-term relationship with clients and remains passionate about providing with the best service and appropriate advice. With his detailed knowledge of the industry, Jimmy is highly regarded by his peers for his views on trends and changes in the financial planning industry.Jimmy was a past member of the Chinese Association of Victoria (CAV) helping them raise funds in excess of $67,500 in a 5 year period. He was also a director of the Presbyterian Ladies College (PLC) Foundation Ltd for the period 2006 to 2016. Jimmy is married to Jolene with two beautiful teenagers. Jimmy enjoys fusion food with friends. A keen movie goer and also enjoys going to gym.