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Sally Huynh
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Nicole Bryant
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Rebecca Fergusson
Richard Batt
Robert Johnston
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Sam Baker
Tim Breen
Tracie Scott
Sally Huynh
Private Client Adviser
Email:
sally.huynh@sfg.com.au
Phone:
07 3031 1610
Sally is a private client adviser in our Brisbane office. Prior to joining Shadforth, Sally was a financial adviser with Douglas Wenck, a boutique wealth management firm which merged with Shadforth in 2008.
Sally is highly experienced in providing personal advice on private wealth management, including cashflow management, asset structuring, debt management, wealth creation and wealth preservation strategies, self-managed superannuation funds, portfolio construction, Centrelink advice and estate planning. Sally has been named in the top 50 financial advisers from around Australia for 2012 to be recognised in the AFR Smart Investor Masterclass for Financial Planning.
Sally holds the internationally recognised Certified Financial Planner™ practitioner designation which is the highest qualification for financial advisers in the profession. Sally also holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and a Bachelor of Business (International Business) from Griffith University. Sally was the top graduate of her Bachelor of Business.
Sally is trilingual and has assisted many migrants and refugees to develop an understanding of the Australian culture. Sally is married with one daughter. Outside of work, Sally enjoys golf, tennis and swimming.
Client Endorsement
"Sally approaches my finances with skill and overall competence that I value enormously. She is always readily available to answer my questions and responds to them quickly and fully. She always explains my financial matters to me in clear and easy language and gives me realistic future options to consider. I find her intelligence in dealing with my finances very reassuring – it is one of her great strengths."
Dr Frances Jenkins
Ashgrove, Brisbane
Upcoming Free Seminar on Financial and Estate Planning
Sally will be presenting at a free financial and estate planning seminar on 12 June.
Click here
for more details.