- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Master of Business Administration
- Bachelor of Science
I share the very high value that StatePlus puts on client services, in terms of working with individual clients to help them achieve financial peace of mind. I engage with clients and earn their trust by explaining in simple, easy-to-understand language how they can benefit from strategies suited to their individual needs.
Cecilia has 16 years experience in the finance industry and has held senior financial planning roles with both domestic and global finance institutions. She is committed to helping clients achieve their financial goals through strategies tailored to their needs.
Cecilia is married with two daughters. Her interest in gemmology and genealogy, has seen her trace her family's history back eighteen generations discovering fascinating insights along the way. Cecilia is an active member of the local community and organisations such as Rotary, Probus and the Australian Chinese Community of NSW.