Shirley Chang
Senior Wealth Advisor
Shirley has more than 20 years of experience in the financial services profession, which spans asset management and life insurance.
She has worked with us since the company was founded and is one of the original team members who established the organisation.
Shirley's role involves
Shirley has a wealth of experience in working with clients and applies discipline and diligence in helping clients manage their investment portfolios and life goals. Many of Shirley’s clients have worked with her for over a decade, creating a long and prosperous relationship.
Day to day, Shirley meets with clients to review their investment plans and current financial situations. Many of her clients are doctors and she also helps Chinese nationals transition their family and wealth to Australia, which has a vastly different cultural background and financial system.
Shirley's areas of expertise
- Financial planning
- Asset management
- Life insurance
- Investments
