Cindy is a Private Client Adviser at Prime Financial Group in Sydney, with over 19 years of experience in the wealth management and financial advice industry. As a Certified Financial Planner™ and SMSF Specialist Advisor™, she helps high-net-worth clients, business owners, and wholesale investors structure, grow, and protect their wealth with clarity and confidence.
Her expertise spans strategic and investment advice - from superannuation and retirement planning, tax-effective structures and Self-Managed Super Funds, through to estate and intergenerational planning, portfolio management, and tailored strategies that help high-net-worth clients preserve and grow their wealth.
Cindy holds a Master of Applied Finance, a Graduate Diploma of Financial Planning, and a Bachelor of Economics. She has previously held senior advisory roles at Macquarie Bank, Commonwealth Private Bank, and Australian Unity’s Wealth and Capital Markets division, where she was a finalist for Adviser of the Year in 2023.
Cindy’s extensive experience working with high-net-worth clients allows her to guide them through complex financial decisions with confidence, always taking a client-centric approach so they can achieve their financial goals with clarity and peace of mind. She also enjoys mentoring aspiring advisers and supporting the next generation of professionals in the industry.
