Nellie Fung

About Nellie

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

Nellie is a passionate and caring life values based Financial Advisor focused on assisting clients to achieve not only financial but more importantly, lifestyle goals.

Nellie engages with individuals, family groups and business owners to provide personalised advice tailored to the concerns and opportunities her clients are facing right now. Nellie assists by listening carefully to clients individual challenges and goals then creates a strategic plan that allows clients to feel confident about their finances and assured that they are on track to achieve their ideal future.

Nellie has extensive experience in the finance industry having worked in Singapore and Melbourne. As a Certified Financial Planner (CFP®) and authorised representative of Count Financial Ltd Nellie’s expertise include wealth creation and protection, superannuation, retirement planning, aged care, capital transition and investments. In addition, Nellie has an interest in advising medical professionals.

My Story

As a dedicated team member since 2006, Nellie has developed highly valued professional relationships with her clients who seek her direction as their trusted advisor. She regularly receives positive feedback with over 50 reviews on Adviser Ratings where she is a Platinum Adviser with a 5 star rating. In 2019, Nellie was named Count Financial Adviser of the Year. Nellie is a Director of the firm and leads the Financial Planning services business unit.

As a member of the leadership team, Nellie provides guidance, support and encouragement to junior staff and is known as a positive, engaging member of the team. After hours, Nellie enjoys spending quality time with family and friends, exploring Melbourne’s food scene and Victoria’s tourism destinations and regularly volunteers at various organisations.

Expertise

• Wealth creation and protection strategies
• Superannuation strategies
• Assisting clients to achieve their lifestyle and financial goals
• Assist with the planning of tax effective income stream
• Transition of capital

Qualifications

• Certified Financial Planner (CFP®)
• Accredited Aged Care Advisor

Nellie speaks Mandarin and Cantonese.