Calvin is an experienced Financial Adviser, with over 18 years of financial and banking experience, having previously worked for Westpac Banking Corporation and BT Financial Group.

Calvin takes pride in building long term and trusted relationships with his clients, providing practical, down to earth and forward looking advice. He believes in working together with his clients to understand their purpose and goals, develop strategies to address their unique financial needs and to continue to refine these strategies across his clients’ differing life stages. His broader experience means he can support his clients in navigating their banking and financial world and translate complex matters into easy to understand terms. He enjoys helping his clients no matter how big or small their financial goals may be.

Calvin graduated from Curtin University with a Master of Commerce (Economic and Finance) and a Bachelor of Commerce (Banking and Finance). He also holds an Advanced Diploma of Financial planning, is a member of the Financial Advice Association Australia (FAAA), and is registered as a Tax (Financial) Advisor under the Tax Agent Services Act 2009 with the Australian Tax Practitioners Board. Calvin is multilingual, speaking English, Cantonese and Mandarin.