Vega
Yan

Financial Advisor

Melbourne,

Victoria

8+ years of experience

In their own words

Vega is a caring and experienced financial advisor with over 8 years in the industry, specialising in retirement planning and investment advice. As a proud member of the Financial Advisers Association of Australia (FAAA), Vega was awarded with the Woman in Finance Scholarship in 2022.

Vega is dedicated to helping her clients achieve their financial dreams. She takes a personalised and pragmatic approach to financial advice, working closely with each client to create a financial plan that fits their unique needs. Vega is a trusted and supportive advisor, always available to guide her clients throughout their financial journey.

Qualifications and Memberships

Master of Financial Planning
Bachelor of Commerce (Accounting and Finance)
Member of the Financial Advice Association Australia

Service areas

Melbourne

Talk to Vega about your plans

A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.

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"From my very first meeting with Vega I knew I was in good hands. She was very quickly able to assess my needs & concerns & by the second follow up meeting she had drafted a suitable plan. After further investigation & gathering of all required information my new plan was initiated. All this was achieved within a couple of months."

Louise, 65+ years, South Melbourne, VIC

"Vega was extremely engaging from our first meeting. She made a big effort to understand our financial position and requirements for retirement. She is very caring and considerate as well as being highly knowledgeable about financial issues, superannuation rules and taxation. Her initial advice to sell half of my inherited property was life changing and she designed a strategy that negated me paying any capital gains tax. My career was in financial management so I've dealt with quite a few financial advisers over my lifetime and none compare with Vega. She is respectful, has integrity and a very concise understanding of retirement issues and Centrelink rules. I'm so relieved to have found her at this important stage of my life and I can't recommend her highly enough."

Karen, 65+ years, Coolum Beach, QLD

"Vega is a true professional. Dont look at her experience but rather the confidence, knowledge and empathy that she displays. Ours was only an initial meeting but within minutes into our discussions I was confident that she would have the answers to the questions I had written. Vega was the 4th Financial adviser I 'interviewed' in my search of a competent professional and she would be my last, as she filled all the boxes. She listens and conveys her understanding in her reply and then suggests different approaches to the challenges discussed. I highly recommend Vega."

Jim, 65+ years, Mount Kuring-Gai, NSW

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Vega Yan

Financial Advisor

In their own words

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Plain-English thinking on
markets, property and life.

Vega
Yan

Melbourne
Team

Latest
Insights

Speak to our experienced team today.