Profile Photo - Brian Rafton
Kim Paw
Senior Manager
Qualifications

  • Bachelor of Commerce (Accounting and Finance)
  • Chartered Accountant (CAANZ)
    Experience

    • Been in financial services industry since 2001
    • Significant technical and commercial knowledge working with SMEs across various industries
    • Fluent in English, Mandarin, Cantonese, Malay and many other dialects

    Memberships & Professional Designations

    Key person protection

    Ownership protection

    Employee protection

    Working with our planners

    Engagement process

    Cashflow management

    Debt management

    Wealth management

    Personal risk management

    Retirement readiness

    Estate planning

    Our Philosophy

    Our History

    Our Solutions

    Community

    Awards