Nellie Fung

Principal

Nellie Fung

“Helping our clients manage their wealth journey at all stages in life."

Nellie has extensive experience in the finance industry having worked in Singapore and Melbourne. As a Certified Financial Planner and authorised representative of Count Financial Ltd Nellie's focus is on assisting clients to achieve their lifestyle and financial goals. Her areas of expertise include wealth creation and protection, superannuation, capital transition and investment.

Over almost ten years dedication to O'Brien's Nellie has developed highly valued professional relationships with her clients who seek Nellie's direction as their trusted advisor. She regularly receives positive feedback. Nellie is a principal of the firm and leads the Financial Planning services.

As a senior team member Nellie provides guidance and support to junior staff. After hours Nellie enjoys spending quality time with family and friends, travelling and helping Planetkids at Planetshakers church.

Contact Nellie
Phone: 03 8850 3333
Email: nellie@obbc.com.au
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Adviser Ratings


Areas of Expertise

Nellie also speaks fluent Mandarin and Cantonese.

A few more team members

Lisa Sweeting

Lisa Sweeting

Marketing & Communications Co-ordinator

Lisa Sweeting
Alysha Negrin

Alysha Negrin

Administration Assistant

Alysha Negrin
Suzanne Jreij

Suzanne Jreij

Financial Planning Support Specialist

Suzanne Jreij
Bill Jackson

Bill Jackson

Certified Financial Planner

Bill Jackson
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