Ted has built his career in the financial planning profession across a range of advice and related roles. In addition to his experience as a Financial Adviser, he has also worked in advice compliance and remediation, supporting the delivery of high-quality advice aligned with regulatory standards and clients’ best interests.
This background provides Ted with a well-rounded perspective, combining practical client advice with a strong understanding of advice quality, governance and risk. He takes a calm and considered approach, helping clients make informed financial decisions with clarity and confidence.
Ted works with a diverse range of clients and is able to communicate in Mandarin, helping ensure conversations are clear, comfortable and well understood.
He is committed to building long-term relationships and supporting clients through each stage of their financial journey, with a focus on delivering practical, tailored advice.
Outside of work, Ted is a proud father to his young daughter. In his spare time, he enjoys playing tennis.
