About Ying

Ying is a Private Wealth Adviser in the Melbourne office.

Education and Experience

Ying is a Certified Financial Planner with 14 years of experience in the financial advice industry.

She holds the following qualifications:

• Bachelor of Financial Risk Management from Victoria University
• Masters in Applied Finance from Monash University
• Masters in Analytics from RMIT University.

Her journey into financial planning began in 2011 while working part-time at a café and pursuing her master's degree. A conversation with a regular customer, who happened to be a financial planner sparked her interest in the profession. Intrigued by the possibilities she decided to explore it further, which ultimately has led to a successful career in financial planning.

She began her career at Shadforth in 2013, where she has had the privilege of working alongside a group of highly professional and ethical advisers. This experience has shaped her approach to financial advice, which is centred on understanding each client’s unique needs and goals. Ying uses her expertise to empower clients to make informed decisions, helping them secure the lifestyle and financial position they desire. Bilingual in English and Mandarin, she is passionate about helping clients from diverse backgrounds achieve their financial goals.

Ying believes that financial advice should be accessible to all, not just the wealthy. She is dedicated to making sound financial guidance available to all Australians, helping individuals and families achieve greater financial security and peace of mind.

Outside of work

Ying enjoys catchups with her friends over a nice meal or coffee. She loves bike riding, strength training and playing badminton socially at her local centre.