Triet (Jimmy) Le
About Me
I have many years of experiences in the Insurance & Financial Services industry, having worked at ANZ Bank, Commonwealth Bank & also Chubb Insurance of Australia. This have equipped me with necessary skills to create long term relationship, also an ability to provide extensive holistic strategy advice tailoring to each client's financial goals.I work side-by-side with each & every client to help create, maintain & protect their wealth. I am Financial Planner AFP member of Financial Planning Association of Australia (FPA). In my spare time I love to read, travel and also spending time with family or friends.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 15 Years
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Licensed By Synchron Advice Pty Ltd