Nellie Fung

Director

About Nellie

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

Adviser of the Year 2019

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 of 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. This is demonstrated in her acknowledgement as Adviser of the Year 2019 by Count Financial. Nellie is a director 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 volunteering with Planetshakers.

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
  • Accredited Aged Care Advisor

Nellie has been awarded Adviser of the Year 2019 by Count Financial.

Nellie speaks fluent Mandarin and Cantonese.