ABOUT US
Wealth Prime Advisory Pty Ltd is a professional financial advisory firm and authorised representative of Akumin Financial Planning Pty Limited.
Based in Chatswood, Sydney, our experienced team provides tailored advice across wealth accumulation, insurance, retirement planning, superannuation, credit solutions and so on.
With a client-first approach, we partner with individuals, families, and businesses to help them achieve their financial goals at every life stage. Through integrity, expertise, and collaboration, we aim to build long-term relationships and empower our clients to make confident financial decisions for a secure and prosperous future.
OUR TEAM
Our experienced team is dedicated to delivering tailored, high-quality advice and services to every client.
Jie (Grace) Jiao
Authorised Representative & Credit Representative
Grace Jiao has over 10 years of experience in the financial industry, having served as a principal financial adviser after managing two businesses and working as a tax agent. She now collaborates with mortgage brokers and accountants to provide holistic financial solutions, helping clients achieve their goals at every life stage. Grace would like to work with each single client and family to create a happier future.
Lu (Vivian) Gan
Authorised Representative & Credit Representative
Vivian Gan has extensive experience in the financial and property investment industry. As a financial adviser, she helps clients understand and take control of their finances, empowering them to make informed choices. Vivian is known for building trusted relationships and guiding people toward achieving their life goals. Her goal is about helping people do all the things they want to do.
Yujia (Keith) Sun
Credit Representative
Keith Sun is a dedicated mortgage consultant committed to delivering tailored financial solutions. With solid experience in mortgage and lending services, he focuses on understanding clients’ goals and providing professional advice. Keith builds long-term relationships through exceptional service, helping clients make confident financial decisions and achieve successful property purchases.