Kai Yao

Financial Planner

Kai obtained the Bachelor of Accounting, is a qualified Financial Planner and has a Master of Banking and Finance.

Kai has over 6 years’ experience in accounting, financial planning including para-planning (writing financial plans) for clients in aged care and retirement and other investment classes. He has a resounding knowledge of Social Services requirements for Centrelink, Services Australia -Residential Care and the Department of Veteran Affairs.

Kai has a wealth of experience in researching and reviewing investments for clients to maximise their financial assets and incomes, including aged pensions, and minimising aged care fees where applicable.