Meet Sean Yeo.

Senior Financial Adviser

Sean has been in the finance industry since 2006, holding various roles before specialising in financial planning from 2013. He attained his Certified Financial Planner (CFP) designation in 2018 and continues to deliver comprehensive financial advice to his clients with a focus on long-term wealth building.

• 2023 – Graduate Diploma of Financial Planning
• 2018 – Certified Financial Planner Designation
• 2000 – Bachelor of Arts (Media Studies and Japanese Studies)

Outside of work…

Sean is a dedicated family man with two children. He maintains an active lifestyle through regular gym sessions and practises Iaido, a traditional Japanese martial art focused on disciplined sword technique and mindfulness.

Why financial advice matters…

“Superannuation is the second most valuable asset after the family home. It provides the freedom to determine whether clients can achieve financial independence and reduce reliance on the age pension.”