Vega
Yan

Financial Advisor
Melbourne
Victoria
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.

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

 

Latest
Insights

Financial Markets Update: September

The US Fed's unexpected rate cut suggests a move toward more easing in 2024-2025. However, with the economy still strong, future cuts may be smaller, even as global cash rates continue to decline in various regions. READ MORE...

Quarterly Economic Update

This update covers global inflation, interest rates, and market volatility, with central banks adjusting to manage risks. READ MORE...

Speak to our experienced team today…