Sean Yeo CFP® has been a financial adviser for 8 years. In the last 4 years, he became a senior financial adviser specialising in superannuation, self-managed super funds (SMSF), direct equities (domestic and international), insurances, debt management and retirement planning. Prior to this, he has been a mortgage broker and personal banker starting in 2006. With 14 years in financial services, Sean has seen how clients have had their situations change in an instant and has aided them in overcoming obstacles. Having worked under small (AMPFP) and large (BT Advice) financial planning firms, he is in a prime position to lead our clients towards their objectives.
Dale has been in the financial services industry for over 9 years and holds a Diploma in Financial Planning, Bachelor of Commerce & Masters in Applied Finance. Dale, is a financial adviser specialising in superannuation, retirement planning, investment strategies (managed funds, direct equities), personal insurances and debt management. Prior to being a financial adviser, he has worked overseas as a financial analyst. Dale enjoys working with a broad range of clients and is passionate about ensuring they are in control of their finances and on track to reaching their goals. He is constantly striving to provide the best financial advice for a variety of clients by understanding their individual needs and objectives.
Steven has completed a degree in finance and financial planning and has obtained over 6 months of financial industry experience. With the knowledge that he has obtained during his studies and management of his own personal finances he came to understand that even his close friends and family failed to understand how they are able to effectively set themselves up financially for their futures. Steven now strives to help others reach their financial goals, client satisfaction and answer questions that clients may have surrounding superannuation and insurances. He ultimately desires for a basic understanding of finances in the schooling system and for people to make a decisive decision towards setting their superannuation fund in the begin rather than being rolled into the default option with the superfund that the employer provides.
Daniel has 16 years’ experience within the wider financial industry. He has worked for many of Australia’s largest financial institutions, the likes of Macquarie Bank and Westpac Private Bank. He is dedicated to customer service and assisting working Australian’s in achieving their most comfortable retirement. Daniel has dedicated many years of study to be able to assist in this passion of his. He holds Bachelor of Commerce (Hons), Master of Finance and Master of Business Administrations.
Brendan has been in the financial services industry for the last 8 years. He has excellent customer service skills, attention to detail and ability to work extremely efficiently. Brendan has a natural ability as a problem solver and as our Senior Client Manager he’s highly regarded by all of our clients that he has spoken to. Brendan believes that educating people on finances and superannuation helps them to make better financial decisions, resulting in a higher quality of life for themselves and their families.
Jenny Mae joined us as our Client Services Officer, which allows her to utilise her in depth administrative knowledge and excellent customer service attributes whilst developing new skills within the finance industry. Jenny Mae worked within the Hospitality Industry before deciding to make the move to Financial Services. She has a background in Business Management and Commercial Cookery. She believes customer satisfaction is a key factor for a successful business, and always strives to make our clients happy. She is passionate about helping clients achieve their financial goals, and her expertise adds another layer of experience and support to our Client Service team.