Mina Cao
Team Manager, Certified Financial Adviser®
Mina Cao – Team Manager, Certified Financial Adviser®
“I love that I am able to make a difference in people’s lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality.”
Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and holds a CFP designation.
In her free time, Mina spends time with her three younger siblings to help her stepmother out. She also loves being active and going on hikes.
Areas of specialisation
- Debt and cash flow management
- Wealth Protection
- Retirement planning
- Wealth creation strategies
- Self-managed super funds
Qualifications
- Certified Financial Planner®
- Bachelor of Business (Accounting)
- Bachelor of Business (Banking & Finance)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
