Yee Wah Hooi-Duran
Yee-Wah has completed her Certified Financial Planner (CFP®) qualification and holds not only an Advanced Diploma of Financial Planning, but also a Master of Business (e-Business) and a Bachelor of Business (a double major in Banking and Finance & Management Information Systems). She has been involved in the finance service industry since 2004 and is a member of the Financial Planning Association.
Yee-Wah applies her impressive work ethic to the areas of retirement planning, wealth accumulation, superannuation, personal risk insurance, Centrelink and aged care matters.
Yee-Wah loves a challenge and working closely with her clients to ensure they are on the right path to financial success. She prides herself on building strong relationships through trust & professionalism.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.
Yee-Wah is not authorised to provide personal advice on:
- Self-Managed Super Funds (SMSF).
Please ask Yee-Wah if you would like a referral for this service.