Wennie Yan

Wealth Associate

“Connecting the dots” is about everything, especially in business world where all your knowledge and expertise will be interlinked and utilized in helping the clients out. I’ve spent 5 years working in banking industry in client services both back in China and Singapore as well as 2.5 years in financial planning industry in Australia before joining Linton. I believe the skillset I have gained so far will help the clients of Linton get a better idea of their current situation in order to help them achieve their life goals.

I currently wear two hats in the wealth management division – as an associate both for financial planning and mortgage brokering. With relevant academic and career background in accounting and financial planning, it becomes handy when helping clients with their mortgage or investment decisions, as our primary focus will not be constraint to their short-term goals such as purely interest rate, loan amount or annual returns, but their overall financial situation and tax implications intrigued will be taken into consideration when selecting the most appropriate products to help them achieve their long-term goals.

Working at Linton is exciting because I can put my two passions together due to our ‘one stop shop’ concept. It is the best feeling when clients are appreciative of the work I do in assisting them. The team is very supportive, and I can always learn a lot from other team members, we are like a big family.

In my spare time, you’ll find me doing volunteer jobs, swimming and other outdoor activities.

Qualifications & Registrations

Master of Professional Accounting, University Technology Sydney
Advanced Diploma of Financial Planning, Kaplan
Certificate IV of Finance & Mortgage Broking, Kaplan
Associate Member of Certified Practising Accountant, CPA Australia
Associate Member of Financial Planning Association of Australia

Wennie Yan

Associate

“Connecting the dots” is about everything, especially in business world where all your knowledge and expertise will be interlinked and utilized in helping the clients out. I’ve spent 5 years working in banking industry in client services both back in China and Singapore as well as 2.5 years in financial planning industry in Australia before joining Linton. I believe the skillset I have gained so far will help the clients of Linton get a better idea of their current situation in order to help them achieve their life goals.

I currently wear two hats in the wealth management division – as an associate both for financial planning and mortgage brokering. With relevant academic and career background in accounting and financial planning, it becomes handy when helping clients with their mortgage or investment decisions, as our primary focus will not be constraint to their short-term goals such as purely interest rate, loan amount or annual returns, but their overall financial situation and tax implications intrigued will be taken into consideration when selecting the most appropriate products to help them achieve their long-term goals.

Working at Linton is exciting because I can put my two passions together due to our ‘one stop shop’ concept. It is the best feeling when clients are appreciative of the work I do in assisting them. The team is very supportive, and I can always learn a lot from other team members, we are like a big family.

In my spare time, you’ll find me doing volunteer jobs, swimming and other outdoor activities.

Qualifications & Registrations

Master of Professional Accounting, University Technology Sydney
Advanced Diploma of Financial Planning, Kaplan
Certificate IV of Finance & Mortgage Broking, Kaplan
Associate Member of Certified Practising Accountant, CPA Australia

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