Eva Yi

Eva Yi

M.Acc., B.A., Dip.FP


02 9221 1555

Client Service Officer

Eva Yi joined our business in 2018 as Client Service Officer. She has over six years experience in customer and financial services including roles at a boutique financial advice firm and as Adviser Service Consultant in Macquarie’s Wrap business.

Eva has a Bachelor of Arts, a Master of Accounting and a Diploma of Financial Planning and is fluent in Mandarin and English.



  • Master of Accounting, King’s Own Institute Australia
  • Bachelor of Arts (Interpreting and Translation), University of Western Sydney
  • Diploma of Financial┬áServices (Financial Planning)