Meet Our New Paraplanner, Linh Lieu


We’re excited to announce Linh Lieu as the newest member of our Paraplanning team.

Linh has been in the financial advice and planning industry since 2019, starting off as an administrator, and has progressed to paraplanning in 2021. She plans to progress to becoming a financial planner with the support of the firm.

She is currently working towards a full Financial Planning qualification. Linh’s interest in financial planning stems from helping her parents with their accounting, realising that she would enjoy helping people plan to get the most out of their finances more.

Following her appointment, Linh said the following:

“I am excited by the opportunity of working with a team where I will be able to learn from their knowledge and experience”.

In her personal life Linh enjoys figure skating when she has the opportunity and exploring the world, travelling as often as she can.