Jimmy le
FINANCIAL PLANNER
I am a dedicated financial planner with a career spanning nearly 20 years in banking, insurance, and wealth management. Since 2010, I’ve helped individuals and families make confident financial decisions by tailoring strategies that fit their unique goals and life stages. My professional journey has taken me through ANZ Bank, Commonwealth Bank, and Chubb Insurance of Australia, where I gained extensive experience in client advisory, financial protection, and strategic wealth planning.
Academically, I hold an MBA and an Advanced Diploma of Financial Planning, which complement my industry expertise and allow me to blend technical knowledge with practical, outcome-driven solutions.
Being fluent in both English and Vietnamese, I place strong importance on communication and cultural understanding. I believe the foundation of financial planning lies in listening—getting to know each client’s priorities and vision, then building strategies that provide clarity, security, and long-term value.
Areas of Expertise:
- Personalised insurance strategies to protect income, family, and lifestyle
- Wealth creation plans for sustainable, long-term growth
- Support for first-home buyers in reaching property ownership goals
- Superannuation optimisation for tax-effective retirement outcomes
- Retirement planning that fosters financial independence and peace of mind
- Inheritance and estate management to preserve wealth across generations
My Mission:
- Empower you with the knowledge, structure, and confidence to take control of your financial future.
- Whether you’re buying your first home, planning for retirement, or managing intergenerational wealth, I am committed to providing clear, practical, and tailored advice that supports your journey at every stage.
