Adviser of the Year


We are delighted to announce that our Principal and leader of our Financial Planning team, Nellie Fung, has been awarded Adviser of the Year by Count Financial.

Our Financial Planning team recently attended the annual Count Conference in Wellington, New Zealand. In the culmination of a valuable week of knowledge building we were very proud to see Nellie announced as Adviser of the Year at the Awards Dinner.

"Nellie's holistic approach to client advice is consistently evidenced both in her client interactions and the quality of the advice documents she produces, all designed to place her clients and their interests at the core of her advice process. She also empowers her support staff to speak up and take the initiative to continuously improve the business." commented Count Financial Acting General Manager, Michael Spurr in his presentation.

Nellie has been with the firm for 13 years as a dedicated and highly skilled team member. She takes great pride in being able to assist her clients in planning for and achieving their goals and aspirations. In her acceptance speech Nellie mentioned her mantra "team work makes the dream work", and she lives by this each day collaborating with the O'Brien team to achieve the best outcomes for her clients.

Nellie thanked her loyal clients saying "I would like to thank my clients for their trust in me, continued support and positive feedback. I am honoured to play a part in helping you acheive your goals".

As the number one Count firm in Victoria, 12th nationally and Member Firm of the Year in 2018, we are grateful for the acknowledgement of these achievements. Our congratulations and thanks to Nellie for her dedication and hard work; and most importantly thanks to you, our clients, for your trust and confidence in Nellie and our team to partner with you to achieve your ideal future.

If you would like to learn more about how our award winning team can help you and your family, please contact us on 03 8850 3333.

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Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330