The Team

Amanda

Amanda Lee BEcon, CPA, CFP

  • Certified Financial Planner and 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 year 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 $110 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

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

Peggy Liang CFA

  • Bachelor of Business (Finance and 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.

Katrina

Katrina Wintle ACA

  • Chartered Accountant (England & Wales)

  • International Affiliate of the Institute of Chartered Accountants Australia

  • Certified Xero Partner and Payroll Specialist (Cloud Accounting)

Katrina brings a depth of over 30 years’ experience as a chartered accountant who has worked in a hands-on role in the profession in both large and small firms. Since moving to Australia eight years ago she has specialised in taxation; she joined ML Financial Solutions in September 2012.

Eric

Eric Fu

  • Bachelor of Arts (Business and Japanese)

  • Currently completing a Master of Commerce at Sydney University, majoring in Quantitative Finance

Eric provides support to the financial planning team. Before commencing his masters degree, Eric worked as an intern at Standard Chartered Bank in Shanghai.

Andrew

Andrew Lee

  • Currently completing a Bachelor of Commerce and Bachelor of Laws at Sydney University

Andrew works on a part-time basis providing support to both the financial planning and accounting divisions. Andrew’s work experience includes a summer internship with the Organisation of Economic Co-operation and Development (OECD) in Paris.

 

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.