Our Team

 
Douglas You
Financial Planner / Managing Director

Dip.FS(FP), J.P.

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.

Memberships and Associations

  • Justice of the Peace, since 1997
  • Affiliate Practitioner Member of the Financial Planning Association of Australia Limited

 

Quan Lu (Edward)

Financial Planner

M.Ec. Dip.FS(FP)

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. 

 

Keer (Coey) Guan

Financial Planner

B.MathFin, DipFP

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 You

Accredited Mortgage Consultant

B.Comm

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.

Memberships and Associations

  • Accredited Member of the Financial Brokers Association of Australia Limited (FBAA)
  • Member of Australian Finance Group (AFG)


Chin Kuan (Leonard) Moy

Accredited Mortgage Consultant

CPA, M.Bus, Dip.FMBM

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

  • Accredited Member of the Mortgage & Finance Association of Australia (MFAA)
  • Senior Associate of the Financial Services Institute of Australasia (FINSIA)
  • Certified Practising Accountant (CPA Australia)

 



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