Anne Go - Financial Planning Assistant

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Anne joined Y Partners Wealth & Advisory in 2024, supporting the financial advisory team as a Financial Planning Assistant. She is responsible for doing the Praemium Reporting for Self-Managed Super Fund clients. Additionally, assisting the advisers in preparing review reports and other meeting-related documents.

 

Outside of work, Anne loves to spend time with her family and enjoys watching online fashion shows and fashion designing, as it inspires her and sparks her creativity. For her, fashion is more than just clothing; it’s a powerful form of self-expression and art.

 

Qualification:

Bachelor of Science in Business Administration

Major in Financial Management.