Nellie Fung

Professional Overview

Nellie has been a dedicated member of the O’Briens team since 2006, earning a reputation as a trusted advisor through strong, long-standing client relationships. Recognised for her expertise and commitment to excellence, she holds Platinum Adviser status on Adviser Ratings with over 70 positive client reviews and was awarded Count Financial Adviser of the Year in 2019. As a Director of the firm, Nellie leads the Financial Planning services business unit and plays a pivotal role in shaping the strategic direction of the practice. Her professional focus includes wealth creation and protection strategies, superannuation planning, tax-effective income streams, and helping clients achieve their lifestyle and financial goals.

Qualifications

• Certified Financial Planner (CFP®)
• Accredited Aged Care Advisor
• Nellie speaks Mandarin and Cantonese, enabling her to assist a diverse range of clients.

Personal Approach

As a member of the leadership team, Nellie provides guidance, support, and encouragement to junior staff and is known for her positive and engaging approach. She is passionate about helping clients achieve financial security and lifestyle goals through tailored strategies and clear, professional advice.

Beyond the Desk

Outside of work, Nellie enjoys spending quality time with family and friends, exploring Melbourne’s vibrant food scene and tourism destinations. She is also committed to giving back to the community and regularly volunteers with organisations such as Planetshakers Empower Food Relief Centre and the Rotary Club of Ivanhoe.