ML financial solutions

The Team

We employ the best as our knowledge is your success.
Amanda Lee BEcon, CPA, CFP
  • Certified Financial Planner and Self-Managed Super Fund Specialist
  • Member of the Financial Planning Association of Australia
  • Certified Practicing Accountant and member of CPA Australia
  • Bachelor of Economics (Accountancy and Finance)
  • Registered tax agent

Amanda has close to 30 years experience providing financial, investment and taxation advice, and superannuation services to a broad range of clients, including some household names. She has currently more than $150 million of client funds under advice and management.

Before establishing her own practice in 2003, Amanda gained experience in financial services having held senior positions with Hong Kong Shanghai Banking Corporation, American Express and as a Vice President at Bankers Trust, tailoring investment strategies for high net worth clients.

Amanda is an accomplished investor and business owner in her own right, having bought her first investment property at age 19 while an undergraduate student. Her property portfolio includes both residential and commercial properties; she also invests in shares, managed funds and has her own SMSF.

 
Sallie Phu Bachelor of Financial Advising

Sallie’s career in financial planning spans more than 11 years. A valued and trusted member of ML Financial Solutions since March 2009, Sallie previously spent four years as a paraplanner with Strategic Wealth Solutions and prior to that was with Grant Thornton for two years. Sallie’s objective is to work with her clients, helping build and protect their personal wealth by developing and implementing tax effective strategies catering to each client’s particular situation and needs.

 
Peggy Liang CFA
  • Bachelor of Business (Finance & Accounting)
  • Charter holder of CFA Institute since 2013

Peggy graduated in 2009 and has been working in the financial planning industry since then. She joined ML Financial Solutions in 2012, having gained experience with two other Sydney-based boutique financial planning companies. Peggy is proficient in planning and client interacting, providing prompt and professional assistance to our clients.

 
Bill Hu
  • Bachelor of Business & Commerce
  • Xero Certified Advisor
  • Currently completing CPA program

A big believer in Xero, Bill joined ML Financial Solutions as a tax accountant. In this role, he is overall managing the accounting and tax work, and looking after the clients’ compliance. Before joining ML Financial Solutions, Bill worked with other chartered firms since graduation, and managed a diverse range of organisations, including small to medium enterprises, non-profits and multi-national corporations by Xero.

 
Alex Choi
  • Currently completing a Bachelor of Commerce and Bachelor of Laws at UNSW

Alex works on a part-time basis, providing support to both the financial planning and accounting divisions. Alex aims to help clients preserve and grow their personal wealth, and takes a proactive role in ensuring their needs are met.

 
Grace Morton
  • Currently completing a Bachelor of Business at UNSW

Working on a part-time basis, Grace assists with our compliance and administration, ensuring that clients are provided with an efficient service and that the ML Financial Solutions team is supported where necessary.

 
Dora Wilson

The all-important first point of contact within our organisation, Dora brings an assured and reliable touch to our reception, ensuring clients are quickly connected with the correct colleague for prompt attention to their query.

 

Amanda and her highly skilled team have between them many years of experience within the superannuation, accounting and financial services industry. Whatever your financial requirements ML Financial Solutions can help you achieve your goals.

For all your financial planning, tax and accounting requirements » contact us today.