We are a financial planning business based in Sydney and have been providing professional planning advice since 1990.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
We also provide general advice on:
Financial Planner, Managing Director
Quan Lu (Edward)
Keer (Coey) Guan
Accredited Mortgage Consultant
Chin Kuan (Leonard) Moy
Douglas has been providing professional financial planning advice and solutions to clients since 1990.
Douglas enjoys working with his clients and helping them overcome their financial challenges to achieve their desired lifestyle goals. He loves meeting new people, hearing about their concerns, and delivering quality financial advice so they can enjoy financial peace of mind and spend more time doing what they are passionate about, rather than worrying. He likes to spend his spare time with family, watching soccer, as well as travelling.
Association and Membership:
Quan has been providing professional financial planning advice and solutions to clients since 1994.
Quan enjoys meeting and helping people achieve their financial goals. His mission is to find answers for his clients who have problems or questions. He strongly believes in and is committed to continual learning and development, taking advantage of all opportunities to further his knowledge so he can provide even better advice to his clients.
Coey has been a paraplanning assistant at Acurancy since 2013 and became a financial planner in 2014.
Coey enjoys helping people achieve their financial goals. Knowing that her advice is making a positive difference on her clients, and helping them live the life that they envision, is what motivates her. Coey loves reading and learning new things, and she enjoy spending her spare time with friends and family.
Theresa is an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning am authorised to provide credit advice regarding how to structure debt, suitability of existing loan structures and repayment options. She was trained in Actuarial Studies, hence she has a strong background in Financial Services. She enjoys spending her spare time with her friends and family.
Membership and Association:
Leonard has worked in the banking industry for over 30 years with extensive experience in client relationship management, business development, lending and operations, and became a home loan mortgage broker in 2013.
He is passionate about leveraging his lending skills, knowledge, and experience to help people achieve their dreams and financial goals. He is committed to providing personal advice to people in a fair, transparent and timely manner. He thoroughly enjoys helping people secure a competitive mortgage loan package that suits them and their personal situations, and guiding them through the complex minefield of mortgage lending. In his spare time, he enjoys reading, sightseeing and spending time with his family.
Memberships and Associations:
For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide
Come and chat with us about how we can help.
Acurancy Investment Group Pty Ltd
(02) 8917 6988 | firstname.lastname@example.org
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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Acurancy Investment Group Pty Ltd ABN 91 617 942 775 trading as Acurancy Investment Group Pty Ltd is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706
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