Suite 4, 255 Whitehorse Road, Balwyn VIC 3103

Van Le

Senior Paraplanner

Van is an experienced financial planning professional recognised for her attentive, client-first approach and strong technical expertise. She is passionate about building meaningful relationships and takes pride in understanding her clients’ needs. Van specialises in developing and implementing tailored strategies across superannuation, retirement planning, wealth protection, social security entitlements, and aged care, and is highly skilled in navigating complex scenarios to deliver clear, practical recommendations. Outside of work, Van enjoys listening to music, staying active, and expanding her knowledge through podcasts. She also loves cooking and spending quality time with her two boys.

Qualifications

Bachelor of Commence (Financial Planning)

Industries Served

  • Certificate IV in Finance and Mortgage Broking

MEET OUR PEOPLE

The People Behind the Advice

We strive to improve our knowledge and expertise to ensure we excel in providing the best accounting, audit, taxation, and financial services.

Ross Hedrick

Managing Director

Pravneel Karan

Principal - Business Services & Advisory

Nathan Stiglich

Principal - Business Services & Advisory

Ashley Wignell

Principal - Business Services & Advisory

TAKE THE FIRST STEP

Your Next Chapter Starts with a Conversation.

A complimentary initial call with one of our Senior Team Members. No obligation. No jargon. Just a clear plan for what comes next.

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