Sydney: (02) 9264 8988 Melbourne: (03) 9670 0895

Meet Our Team

Get to know more about each team member who is always there for you. They are real people standing behind the company success. We are proud of our professionals as they are our main driving force that makes your business grow and improve day by day.

William Yang

Partner & Director

William has wide expertise in Wealth Accumulation, Tax Planning Strategies, Retirement Planning, Estate Planning, Superannuation and Self managed Super Funds management.


Jerry Zeng

Lending Manager

More than an expert in residential and commercial property mortgage, Jerry cooperates with our financial adviser and is qualified for trust and SMSF mortgage.


Yelena Yi

Accountant Manager

Yelena is an expert in understanding clients’ needs and skilled at constructing tailored tax advice. She believes that accounting is more than rulings and calculations.


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