Son graduated secondary schooling at Smith's Hill Selective High School in Wollongong in 1999. He moved to Sydney in the year 2000 to attend the University of New South Wales to study Bachelor of Computer Information Systems. He has a Diploma of Financial Services, Advanced Diploma of Financial Services, Certificate IV in Financial Services (Finance/Mortgage broking) and is currently a licensed Mortgage Writer.
Son is an Associate Financial Planner member (AFP) of the Financial Planning Association of Australia (FPA), a member of the Finance Brokers Association of Australia (FBAA) and is also a Justice of the Peace for the state of New South Wales (JP 191906). Son has worked as a paraplanner and Financial Planner for AMP Financial Planning. Son then left AMP to further his training and experience with Wayne Stevens, Managing Director of Emohruo Financial Services. Wayne Stevens is also the State President of New South Wales for the Authorised Representative Board of AMP and has passed down extensive and invaluable knowledge. From there, Son decided it was time to pursue his vision where he would focus on the strategies and not products. In 2009 Son became an Authorised Representative of WealthSure and Connect 4 Financial Services was born.
Son has been in the finance industry since 2005 and is continually looking to develop his skills and knowledge with the long term vision of acquiring his Masters of Applied Finance (MAppFin) and Certified Financial Planner status (CFP).
Authorised Representative of WealthSure, Representative Number 331161
“As a Financial Planner I have access to a wealth of strategies, tools and resources. There are numerous ways of achieving a desired outcome, however there may be more effective strategies which can be utilised.”
“We all want to achieve financial goals in life. Let me show you today for a better tomorrow.”
With 18 years in the financial services industry and 8 as a financial planner, Katie loves to help people, not just financially, but as they build on their existing financial habits and knowledge to see them grow as people.
In her spare time Katie loves to express her creativity with cooking, creating content online and spending time with family and friends in nature.
Phuong is our practice manager/coffer maker/all-in-one who works with the entire team to ensure everything is running smoothly. Nothing is too small or complicated to tackle.
Phuong believes that no matter what role you play in any organisation, it is fundamental to the success of a team, one that operates effectively to service our valued clients. Therefore, Phuong is involved in overlooking all tasks and interacts with the whole team.
Her background is mainly in the financial services industry, with experience at CBA, AMP, Westpac and Temenos. Phuong has had a range of roles including test analyst, business analyst and quality advice consultant.
Phuong studied at the University of Sydney and completed her Bachelor of Science in Information Systems. Other qualifications include ISTQB certification and a Diploma in Financial Planning.
Phuong enjoys yoga, boxing and spending quality time with her family (including the dog).
Martha is an admin whizz who provides administrative support to our financial advisers and brokers to achieve their client’s need. From scanning, taking / making phone calls, sending emails, collating or updating information, she ensures that she does what is needed to assist to speed up the process anywhere possible.
Martha has over ten years’ experience working in financial industries and has broad experience in various aspects of the industry. She has completed Bachelor of Business (Computing & Information System) and is currently studying Diploma of Finance and Mortgage Broking to expand her knowledge in lending.
In her spare time, Martha enjoys watching movies and going out with family and friends.
Nathan has been in Wealth Management/Financial Planning Industry since 2006 as a Business Development Professional with one of Australian’s leading banks (And top Ten in the world). There, he partnered with some of Australian’s best financial planning firms - helping them look after their client’s through the financial planning journey to build and preserve their Wealth.
What this means to you is that, Nathan has had exposure to lots of Businesses, People and ideas, from many different industries and background. He has an excellent understanding of how every mechanical part of Financial Planning works and what does not work. So that you can benefit from his experience and ‘FAST TRACK’ to your own Financial Improvement.
A conversation today, can re-map your future.