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  • About Us

    A commitment to providing innovative, proactive and personalised tax, accounting and advisory services to Australians for over 20 years.

Our Core Values

Integrity: We uphold the values of honesty, transparency, and ethical conduct in all aspects of our work. Our commitment to integrity is the foundation of our client relationships. We believe in maintaining open and transparent communication, ensuring our clients are well-informed and can trust in our guidance.

Excellence: Our commitment to excellence drives us to be highly knowledgeable, efficient, and responsive to our clients’ needs. With a deep understanding of industry intricacies, we provide expert guidance and solutions. We are dedicated to surpassing client expectations by consistently delivering exceptional results with a focus on quality and precision.

Client focus: Our unwavering commitment is to prioritize the needs of our clients. We believe in open communication, actively engaging with our clients to truly understand their businesses and aspirations. By forging strong relationships, we gain valuable insights that allow us to provide tailored services aligned with their specific goals. Our primary focus is on empowering our clients to achieve enduring success by delivering the services they need and deserve.

Teamwork: At Advanced Partners, we thrive on the power of teamwork. By harnessing our collective expertise and pooling our talents, we ensure that our clients receive the utmost level of support and care. Together, we strive for excellence in everything we do, guaranteeing that our clients receive the best possible service.

Innovation: we believe that innovation is the key to success in the accounting industry. We’re constantly looking for new ways to improve our services and deliver value to our clients.

Our Approach

Proactive tax and accounting services

We provide proactive tax and accounting services that go beyond the traditional scope. We adopt a forward-looking approach, encompassing planning, forecasting, and strategic advising to optimize our clients’ financial well-being and success. Rather than simply reacting to financial events, we collaborate with our clients to anticipate potential scenarios, identify opportunities, and develop tailored strategies that maximize profitability and efficiency. Our goal is to empower individuals and businesses to make informed decisions and stay ahead in a dynamic marketplace.

Personalised delivery

We prioritise delivering a personalized experience to our clients. Recognising that each individual is unique, we take the time to understand their distinct needs and goals. By tailoring our services to their specific circumstances, we provide customised recommendations and guidance. We assist in structuring transactions and investments in a way that legally minimises tax liabilities and helps our clients achieve their financial objectives. Your success is our ultimate aim, and we are dedicated to helping you navigate the complexities of taxation and reach your financial goals.

Staying informed and educated

To provide sound advice, we are dedicated to maintaining a deep understanding of the latest tax laws, regulations, and accounting standards. Our team remains vigilant in monitoring industry trends and shifts that can impact our clients’ financial landscape. This commitment enables us to offer valuable insights and timely advice to ensure our clients stay informed and make informed decisions.

If you’re looking for an accounting firm that is committed to innovation and customer service, then Advanced Partners is the one for you. Contact us today to learn more about our services and how we can help you take your business to the next level.

Meet our team

Your experts working with you to achieve financial success.

Ha Nguyen

With over 22 years of tax and accounting experience, Ha brings a wealth of expertise to her role as the Managing Director of Advanced Partners.

Holding a Bachelor of Business (with Distinction) from RMIT, an MBA from Monash University, and a Masters of Taxation from Melbourne Law School, Ha has a solid educational background. Prior to founding Advanced Partners, she accumulated valuable knowledge while working with various ASX Listed companies, specialising in management accounting, turnaround strategies, and accounting technologies.

She also held a partnership position at a well-established boutique accounting firm in Melbourne, where she specialised in providing tax and business advisory services to high net-worth individuals and groups.
Ha’s diverse portfolio of clients has provided her with continuous learning opportunities, nurturing her commitment to consistently exceed client expectations. Renowned for her personable, caring, and proactive approach, Ha maintains strong client relationships while incorporating innovative and strategic methods to provide profound insights into their businesses. Her extensive knowledge and creative problem-solving skills have greatly benefited businesses of all sizes.

Ha actively engages with Australian professional bodies and institutions, contributing to the industry’s development. She frequently speaks and lectures at Monash University, and her contributions to CPA Australia as an author and group leader for the “Practice Management” Module of the CPA Professional Public Practice program are highly regarded. Ha serves as a member of the Victorian Public Practice Committee CPA Australia (Chair in 2022) and holds board positions in prominent not-for-profit organizations such as KOTO International, ASIF Foundation, and the Vietnamese Australian Scholars and Experts Association (VASEA).

Ha has a deep passion for music, reading, and singing. One of her favourite pastimes is exploring bookshops alongside her daughter Chelsy. In her leisure time, Ha enjoys hosting music gigs at her place, inviting friends over to share in the joy of music.

Alex Tuan Le

Alex is a highly experienced IT manager with over 20 years in the industry.

Holding a Master of Science degree in Network Systems from Swinburne University and an MBA degree from Deakin University, he is well-versed in all aspects of IT, from business network systems to web development and design. Alex’s expertise extends to telecommunications, ERP systems, and emerging technologies, particularly cloud computing.

For the past 15 years, Alex has been providing innovative IT solutions to businesses under the banner of Cubiccom. At Advanced Partners, he not only showcases his technical wizardry but also oversees corporate services, where his meticulous attention to detail proves invaluable.

Beyond work, Alex finds joy in spending time with loved ones and friends. Live sound engineering has been a lifelong passion, and he brings his skills to bands of all sizes, leaving no show too small or too big. Additionally, he finds relaxation in fishing and indulges in friendly table tennis matches whenever possible.

In summary, Alex’s extensive experience, coupled with his passion for emerging technologies, makes him a highly capable IT manager. His precise and detail-oriented approach adds value to Advanced Partners, while his hobbies bring balance and excitement to his life outside of work.

Monica Le

Monica – M.Tax CPA CTA, the special ingredient at Advanced Partners!

Monica’s journey began at the Foreign Trade University, a hotbed for Vietnam’s brightest business minds where intelligence and entrepreneurial spirit converge. Under an AusAID scholarship in 2012, she achieved her Master’s in Taxation Laws in Curtin Law School and further distinguished herself being a lead-author on transfer pricing article in the acclaimed Australia Tax Specialist.

As a member of both Certified Practising Accountant (CPA) and Chartered Tax Adviser Australia (CTA), Monica’s professional tapestry is rich, featuring an impactful phase at the Vietnam Tax Office, managing tax advisory service, and pioneering multiple IT startups. She thrives on challenges, staying in sync with vital tech upgrades for SME operations. She treasures our teamwork spirit and takes pride in crafting engaging client narratives.

After-hours, Monica chills to eclectic beats and trades her suit for sports gear to dominate table tennis and badminton. A two-time soccer champ loves hiking to the infectious Blackpink beats. If there’s loud music after work, that’s Monica fueling her groove!

Monica’s vibrant energy and multifaceted skills electrify our workspace and ensures Advanced Partners is always abuzz with excitement!

Mina Ngo

Meet Mina, the dynamic accountant who blossomed from a finance enthusiast to a corporate number-cruncher, and eventually found her true passion as a tax accountant.

Armed with a Bachelor of Business degree, majoring in Accounting and Finance, this wonder woman has conquered the world of numbers with her CPA qualification.

Mina’s journey started as a financial analyst, diving deep into the exciting world of financial data and market trends. But as much as she loved crunching numbers, Mina yearned for a more hands-on role. Mina transitioned to become a corporate accountant and took charge of budgets, payroll, and everything in between. Mina realised that her expertise could be further expanded and applied in the specialised field of tax accounting. As a tax accountant, Mina found joy in exploring the complexities of taxation and empowering her clients with knowledge.

Beneath her accounting prowess lay a secret passion: gardening. When Mina wasn’t busy with financial wizardry, you could find her with gardening gloves, tending to her lush green kingdom. From delicate roses to vibrant veggies, her garden was a magical oasis where she nurtured life and found solace

Hannah Nguyen

Meet Hannah Nguyen, one proud member of our Advanced Partners family. With an impressive professional background and a heart full of passion, Hannah is here to make a difference.

As a highly qualified accountant with experience as an audit manager at the renowned KPMG, financial reporting team lead at ANZ Bank, and client manager at reputable tax firms, Hannah brings a wealth of expertise to our team. But what truly sets her apart is the utmost sense of pride and dedication in doing her work.

Being a public accountant combines two things Hannah excels at: showcasing high-level work expertise and providing exceptional client care. She’s a natural at both!

When it comes to problem-solving, Hannah is a force to be reckoned with. She never settles for less and refuses to give up until every challenge is thoroughly conquered. She’s a firm believer in doing things right, always seeking improvement and striving to make each day better than the last. Hannah is here with us at Advanced Partners because of these shared values.

Beyond her accounting brilliance, Hannah is an avid yoga enthusiast. And that’s not all! Being a former scout leader and now a parent helper in her local scout group, she can be seen during the weekends catering for 50 people in a national forest camp, or waddling in Sandringham sea making sure scouts are safe while kayaking or capsizing their boats. Her caring nature and willingness to lend a hand make her unforgettable to everyone she encounters.

Jenny N.

Meet Jenny – our Intermediate Accountant. Jenny graduated with a Bachelor of Business (Accounting major) from Swinburne University of Technology.

She has many years’ experience working in finance and accounting roles for diversified industries: securities, banking, retails and manufacturing with leading companies in the sectors like Saigon Securities Corporation, Mizuho Financial group, Telstra licensees and Ausfarm Fresh Group.

Throughout the journey, Jenny has developed a keen interest in building a rewarding career as a public accountant when she can work with complex financial information, perform calculations, and provide valuable insights to clients or organizations. She is thrilled to be a part of Advanced Partners, where she has the opportunity to collaborate with smart and exceptional colleagues, continuous learning and professional growth.

Outside of work, Jenny has a passion to spend her free time hiking and exploring nature with family and friends.

Nancy Dong

Nancy Dong – M.Com CPA, a dedicated Senior Accountant in accounting, tax, and advisory services, bringing a wealth of experience and expertise to Advanced Partners.

With a Bachelor’s degree in Auditing, Nancy embarked on her career at KPMG Vietnam in 2007, honing her skills in meticulous financial examination. Eager to expand her knowledge, she pursued a Master’s in Accounting and Finance at the University of Adelaide, solidifying her proficiency in financial management.

Nancy’s career journey led her to Kuala Lumpur, where she excelled in corporate finance and debt capital markets at a prestigious investment bank. Here, she played a pivotal role in crafting investment structures and facilitating capital raising, leaving an indelible mark on projects of significant magnitude. Nancy is a certified CPA, adding an extra layer of credibility to her already impressive skill set. Her journey has traversed various markets and industries, including logistics, property development, and retail, where her achievements are a testament to her prowess.

Beyond her professional pursuits, Nancy finds solace in playing badminton, immersing herself in music (with a penchant for BTS), and nurturing her love for nature through gardening and hiking. Her multifaceted interests mirror her ability to approach challenges with creativity and dedication. Nancy Dong embodies the spirit of innovation and excellence at Advanced Partners.

Janet N.

Janet is a pro when it comes to accounting and finance, with more than 20 years of diverse work experience. She’s rocked it at big names like PwC, DANIDA, and other major players in the business world.

Janet has always been obsessed with numbers and figures, so it was a no-brainer for her to dive into the world of Accountancy. But as she went along, she realized she wanted to do more than just crunch numbers. She wanted to be a consultant, using her expertise to help businesses of all shapes and sizes solve their problems. Becoming a public accountant seemed like the perfect way to fulfill her ambition and make a real impact.

Joining Advanced Partners is an exciting opportunity for Janet, as the company provides a comprehensive range of services and resources to support her as an accountant and consultant.

Outside of work, Janet enjoys traveling, especially exploring natural landscapes like mountains. She also values meeting new people and learning about different cultures.

Annie T.

Annie is a young professional with a postgraduate qualification in Accounting and Finance from Australia.

Throughout her career, she has had the amazing opportunity to work in various industries like education, airlines, and accounting practices. But here’s the best part about Annie: she’s a problem-solving ninja! She loves cracking those tricky puzzles and going the extra mile to provide top-notch service to her clients. That’s why she’s rocking it at Advanced Partners, where they know how to bring the A-game in a fast-paced environment. It’s a fantastic place that constantly pushes her to exceed the limits and expand her knowledge in cutting-edge technology and diverse industries.

When she’s not crunching questions, you’ll find her cherishing every moment with her adorable daughter. Parenthood brings her so much joy, and she’s all about creating unforgettable memories with her little one. Oh, and did I mention that Annie has her finger on the pulse of the latest happenings, whether it’s current events or industry buzz. Reading news articles is her jam, helping her stay ahead of the game in this ever-evolving world

Vivian V.

Vivian, with her years of experience as a detailed administrator, is a master at keeping things in order. She has a keen eye for accuracy and efficiency, ensuring that every document, spreadsheet, and report is flawlessly executed.

But there’s more to her than just impeccable spreadsheets and documents – she is a true believer in the transformative power of teamwork. She takes pride in being part of a team that consistently delivers exceptional service to clients and upholds high standards of professionalism.

When she’s not busy keeping us organized, Vivian enjoys finding her inner peace through meditation, getting lost in the pages of a good book or expressing her soul through the power of song.

Ever noticed a lot of purple around Vivian? That’s because it’s her favorite color. Vivian believes purple combines the calm she finds in meditation and positive energy she puts into her work.

Tracy T.

Tracy Tran is a rockstar in the world of accounting and finance. With a Bachelor of Business degree and years of experience under her belt, she’s a true expert in her field. Tracy’s passion for numbers is unmatched, and she brings that dedication to her role as an accountant.

Choosing to be a public accountant was an easy decision for Tracy. She thrives on making a positive impact on businesses and individuals, helping them achieve financial success. Joining Advanced Partners was such an easy decision for Tracy, as they’re known for being a top-notch accounting firm and delivering exceptional client service.

Outside of the office, Tracy loves immersing herself in nature. It’s her way of finding balance and staying connected to the world outside of spreadsheets and financial statements. Whether it’s hiking, exploring new trails, or simply enjoying the beauty of the outdoors, Tracy knows how to embrace the serenity of nature.

Wendy L.

Meet Wendy, an experienced expert with a strong background in accounting and finance. She has always been captivated by the intricacies of the accounting profession, appreciating its professionalism, in-depth knowledge, versatility, and the meaningful insights hidden within the numbers.

The reputation of Advanced Partners as a provider of comprehensive financial accounting services, catering to a diverse range of clients, has always impressed Wendy. The company’s unwavering commitment to integrity, quality, and professionalism, combined with its highly skilled team, has created a dynamic work environment that enticed Wendy to join their ranks.

Outside of her professional life, Wendy finds joy in connecting with friends. Socializing gives her a refreshing perspective, infusing her life with energy and a sense of novelty. Additionally, she loves embarking on short trips to explore new things and change her surroundings, adding a touch of adventure to her life.

Vicky N.

Vicky is a graduate of the esteemed Foreign Trade University in Vietnam, known for its excellence in education. She has gained valuable experience working for multinational corporations across various industries.

Choosing to become a public accountant was a simple decision for Vicky. She loves the thrill of problem-solving and finds great satisfaction in assisting individuals and businesses in effectively managing their finances. It’s the joy of making numbers work in harmony that drives her passion for accounting.

When Vicky discovered Advanced Partners, she couldn’t resist the temptation. Joining Advanced Partners means stepping into a supportive and collaborative environment, perhaps even a company culture where accounting gets a little wild and a whole lot of fun!

When Vicky’s not hustling at work, she’s off on exciting adventures and getting her hands dirty in the garden. Traveling lets her explore new corners of the world, soak up different cultures, and truly connect with nature. It’s pure joy, fulfillment, and the secret to finding that sweet work-life balance. Gardening, on the other hand, lets her dig into the earth, grow beautiful plants, and find peace in the natural world. It’s the perfect combo for keeping Vicky happy, fulfilled, and in tune with what matters most.

Laura D.

Laura graduated with an economics major and have over 10 years of accounting experience. Choosing public accounting was a smart move because it allows her to work with different clients and industries, alongside a team of experienced professionals.

Advance Partners is the place to be for accountants like Laura who crave a challenging and rewarding career. They’re all about providing top-notch services to their customers, which means she’ll have plenty of opportunities for career advancement and professional growth.

When Laura is not crunching numbers, she loves hanging out with your family and jamming to some awesome tunes. There’s nothing better than spending quality time with loved ones and enjoying their company. Whether you’re cooking up a storm together or simply having a good chat, being with family puts a big smile on your face.

Mia D.

Mia is a dedicated accountant with over 10 years of experience in the accounting service industry. Mia was drawn to Advance Partners’ strong company culture, which emphasizes teamwork, integrity, and innovation.

She has joined Advance Partners where her expertise and attention to detail have been highly valued.
Mia has a deep passion for learning and expanding her knowledge. Apart from her love for reading, Mia also finds joy in researching tax-related matters, always staying up to date with the latest regulations and strategies. This constant pursuit of knowledge allows her to provide accurate and insightful advice to her clients.

Beyond her professional pursuits, Mia has an eye for aesthetics and finds joy in decorating her home, creating a warm and inviting atmosphere for her loved ones. Cooking is another way she expresses her creativity and nurtures her family, delighting them with her delicious culinary creations.

Kelly N.

Introducing Kelly, a highly accomplished accountant with a bachelor’s degree in accounting and a master’s degree in business management. With CPA qualifications and a wealth of experience in diverse accounting fields, Kelly is undeniably an expert in the field.

Kelly’s specialty lies in tax accounting, where her meticulous attention to detail truly shines. She goes above and beyond to help clients minimize their tax burdens, ensuring they can make the most of their financial situations. For Kelly, joining Advanced Partners would be the perfect decision to fulfill her ambitions. The company’s values, culture, and commitment to excellence align perfectly with Kelly’s professional aspirations. With her expertise, passion, and drive for success, Advanced Partners provides the ideal platform for Kelly to thrive and reach new heights in her career.

But Kelly’s passions extend beyond numbers. Taking pleasure in the simple act of walking, Kelly finds inspiration in the beauty of nature. With a perfect blend of expertise and a zest for adventure, Kelly is a dynamic force in the financial field.

Phoebe B.

With a strong accounting background Phoebe has dedicated four years to the bookkeeping and accounting department.

Phoebe’s passion for working with numbers, analyzing financial statements, and helping individuals and organizations optimize their financial performance led her to choose a career as a public accountant. She believes that by joining Advanced Partners, she will have the opportunity to further develop her skills, utilize innovative solutions, and contribute to the success of her clients in a collaborative and supportive environment.

Beyond her professional endeavors, Phoebe has a deep love for travel. She finds exploring new places, immersing herself in different cultures, and witnessing the beauty of the world to be an enriching experience. Whether it’s a weekend getaway or a longer adventure, she embraces the opportunity to step outside her comfort zone, discover new destinations, and create unforgettable experiences.

Emma T.

Emma is a dedicated accounting assistant with a strong educational background and diverse industry experience. She graduated from university with a degree in financial accounting and also holds a CertIFR qualification.

Throughout her career, Emma has gained valuable experience in various fields, including construction, media and entertainment, hospitality, golf, and FMCG (Fast-Moving Consumer Goods). This diverse background has provided her with a deep understanding of the unique financial challenges faced by businesses in different sectors.

Emma’s passion for numbers and her desire to make a meaningful impact led her to pursue a career as a public accountant. She thrives on the opportunity to help business owners assess the financial health of their companies by meticulously analyzing and interpreting financial data. Emma chose to join Advanced Partners due to their exceptional reputation and client-centric approach. Advanced Partners is well-known for their commitment to excellence and their ability to deliver innovative solutions that exceed client expectations.

Outside of work, Emma enjoys indulging in her hobbies. She finds solace in planting flowers, camping, fishing, and playing folk instruments during her free time. These activities allow her to relax and recharge, providing a balance to her professional life.

Jennie D.

Here is Jennie, an experienced accounting professional with a bachelor’s degree and a wealth of knowledge and expertise in her field. She has developed a deep understanding of various aspects of accounting and has mastered the use of software tools to streamline processes and ensure accurate financial reporting.

Jennie is fueled by her passion for handling financial transactions and analyzing numbers, which brings her great enthusiasm in her daily tasks. This passion drives her to excel in her work and provide valuable insights to her clients.

One company that has caught Jennie’s attention is Advanced Partners. Known for their specialization in tax and accounting advisory services, the company is dedicated to serving their clients to the best of their abilities and helping them achieve their development goals. The team at Advanced Partners comprises highly experienced, knowledgeable, and reputable professionals, which has sparked Jennie’s desire to be a part of their journey.

To maintain a healthy work-life balance, Jennie engages in a range of hobbies. She enjoys cycling, swimming, and participating in energetic activities that keep her energized. Additionally, she finds joy in exploring new destinations, immersing herself in nature, connecting with people, and discovering the rich history of different places.

Nancy V.

Say hello to Nancy, the workaholic extraordinaire! Armed with a prestigious degree in Accounting and Finance from the esteemed Academy of Finance, Nancy is equipped with all the knowledge and expertise for her job.

With an impressive six years of experience in auditing and accounting, she has worked in various industries including F&B, manufacturing, investments, education, and real estate. Nancy’s eagle eye for details and deep understanding of financial matters have enabled her to assist numerous clients in deciphering their financial statements and ensuring compliance with regulations.

Nancy’s unwavering love for numbers has been ingrained in her since her early days, making a career in accounting a natural choice for her. What truly excites her about Advanced Partners is the incredible passion and dedication exhibited by the management team. She deeply appreciates their genuine care for the well-being and lives of their employees, which resonates with her on a personal level. Nancy immediately recognized that Advanced Partners would be the perfect place for her to grow her skills, achieve her goals, and become part of a supportive work family.

When Nancy isn’t in work mode, you’ll find her indulging in her passions outside the office. She loves cooking, taking leisurely strolls to unwind, and breaking a sweat through regular exercise. Nancy knows how to live life to the fullest beyond her professional endeavors.

Linda N.

Linda is a committed administrative support professional with a strong educational foundation and a wide range of industry experiences. After earning a bachelor degree in Business Administration, she has engaged in multiple sectors such as sales and marketing, customer service, and FMCG. Her extensive experience across these fields has provided her with a profound understanding of how to assist businesses across various industries.

Driven by her passion for meeting client needs and making a significant difference, Linda embarked on her career path. She was drawn to Advanced Partners due to their working culture and client-centric approach. Advanced Partners is known for their commitment to excellence and their ability to deliver innovative solutions that exceed client expectations.
In her spare time, Linda enjoys reading, music, and running, which she does to unwind and recharge.

Paul Hockridge

Paul Hockridge is a highly experienced chartered accountant and chartered tax advisor, with more than 30 years of specialized tax advisory expertise.

He spent over two decades as a partner in both Big 4 and second-tier chartered accounting firms, as well as a multi-family office. Paul’s main focus is on assisting affluent families and private businesses, as well as the accounting and law firms that provide guidance to such clients. Additionally, he offers litigation support services.

In addition to his role in the private sector, Paul holds a position as a senior fellow in the Law School at the University of Melbourne, where he teaches in the Master’s program.

At Advanced Partners, Paul actively engages with clients, serving as tax counsel for the firm. His primary objective is to provide specialized tax support to high-net-worth families, privately owned businesses, and their accounting and legal advisors. This includes offering litigation support services related to tax matters. A significant aspect of Hockridge Advisory‘s work revolves around structuring and restructuring for tax efficiency, asset protection, and intergenerational wealth transfers. He also possesses considerable experience in advising property developers, particularly those originating from overseas.

Sunny Gill

With extensive experience in the property market that has spanned over 15 years, which is matched only by his tireless work ethic and superb communication skills, Sunny relishes his role as Director/CEO at Regent Estate Agents. Sunny is passionate, energetic and a relationship builder.

Along with his years working in the investment and development side of the property world, Sunny also brings an amazing amount of experience from other professional areas. With a Masters of Education from the University of Melbourne, a Bachelors of Hospitality, and Post Graduate of Information Systems Management just to name a few of his educational highlights, Sunny has also worked many years in the hospitality and training industries.

Sunny’s vast experience in academia and other professional industries has served him brilliantly when it comes to dealing with all aspects of the fast-paced world of real estate. He absolutely loves the customer side of being an agent, where dealing with people is a genuine pleasure for him. He provides each and every client he encounters with the utmost of respect and attention, which is an ethos that runs through Regent Estate Agents as a whole, and in his role as property and business counsel for Advanced Partners.

When Sunny is not tirelessly working to get the best property results for his clients, he loves spending time with his family, as well as volunteering with local community groups.

– AFL Multicultural Community Ambassador 2020

– Vice President Aus Asia Business Council

– Certified Estate Agent (CEA) REIV Member

– Professional/Business Leader of the Year 2019 Finalist

Cecilia Tran-Dang

Cecilia Trandang currently serves as the Managing Director at Cavalry Financial, a privately-owned financial consulting firm based in Melbourne.

Additionally, she holds the position of Head of South East Asia at Sanguine Investments. With an illustrious career in the finance industry spanning over two decades, Cecilia has garnered extensive experience and expertise.

Before her return to Melbourne in early 2019, she resided in Asia for 12 years, during which she held senior positions at various financial institutions, including Vice President at Deutsche Bank and Head of Business Banking at ANZ Vietnam.

Cecilia’s educational background is equally impressive, boasting a Master of Business Administration from Charles Sturt University, a Graduate Diploma in Financial Planning from the Securities Institute of Australia, a Bachelor of Business from Monash University, and a Diploma in Finance Broking.

Cecilia was an AusCham Board Member and Treasurer between 2016-2019. In addition to her role at Cavalry Financial and Sanguine Investments, Cecilia also provides mortgage broking services and offers valuable financial insights to Advanced Partners ‘clients.

Disclaimer

The contents hereinafter presented and made accessible on this website are exclusively provided by Advanced Partners, representing general informational materials. The purpose of these materials is solely to serve as guidance and in no case should they be interpreted as counsel or advice on any specific matter.

In using the information provided, you are encouraged to assess its relevance to your individual goals, financial circumstances, and needs. In the event of detailed descriptions of any products being available on this website, you are advised to procure the Product Disclosure Statement (PDS) corresponding to said products, and to deliberate on its contents prior to any decision-making.

Advanced Partners extends no assurances or warranties pertaining to uninterrupted, delay-free, error-free, or omission-free operation of the Site, nor its immunity from viruses. Thus, the information is furnished “as is”, bereft of warranties of any kind, express or implied, inclusive of those concerning accuracy, promptness, and completeness.

Advanced Partners and its respective affiliates (be they direct or indirect) renounce all guarantees, obligations, and warranties, be they express or implied, and shall not bear liability for any loss or damage whatsoever (including those resulting from human or computer errors, whether negligent or otherwise, or incidental or consequential losses or damages) that arise from or are connected with any utilization of or reliance on the information or advice on this site. The user must undertake sole responsibility related to the use of the material on this site, regardless of the purpose or the outcomes of such usage. The information available on this website should not be considered a replacement for professional tax advice or consultation.

Our liability is limited by a scheme approved under Professional Standards Legislation.

Privacy Policy

Welcome to Advanced Partners (“we,” “our,” or “us”). This Privacy Policy outlines how we collect, use, disclose, and protect the personal information of our users and customers in Australia. We are committed to safeguarding your privacy and ensuring the security of the information you provide to us. By accessing or using our website, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect the following types of personal information:

1.1. Personal Identifiers: Name, email address, postal address, phone number, date of birth, and other contact details.

1.2. Account Information: Usernames, passwords, and other credentials used to access our website and services.

1.3. Payment Information: Credit card details or other payment information when making purchases on our website.

1.4. Usage Information: Data about how you interact with our website, such as IP address, browser type, pages viewed, and referring URL.

1.5. Communications: Records of your interactions with us, such as customer support inquiries, feedback, or chat logs.

1.6. Cookies and Similar Technologies: We may use cookies and similar technologies to collect information about your browsing activities on our website.

How We Use Your Information

We use your personal information for the following purposes:

2.1. Service Delivery: To provide you with access to our website and deliver the services you request.

2.2. Communication: To send you important updates, newsletters, and promotional materials (if you’ve opted in) related to our website and services.

2.3. Personalization: To tailor our website content and offerings to your preferences and interests.

2.4. Payment Processing: To process payments for products and services you purchase from us.

2.5. Legal Compliance: To comply with applicable laws, regulations, and legal processes.

How We Share Your Information

We may share your personal information with third parties in the following circumstances:

3.1. Service Providers: We may engage trusted service providers to assist us in operating our website and providing services to you, and they may have access to your personal information for that purpose.

3.2. Legal Obligations: We may disclose your information to comply with legal obligations, enforce our Terms of Service, or protect our rights, privacy, safety, or property.

3.3. Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred to the acquiring entity.

3.4. Consent: We may share your information with your consent or as otherwise disclosed at the time of collection.

Your Privacy Rights

4.1. Access and Correction: You have the right to access and correct your personal information held by us.

4.2. Marketing Preferences: You can opt-out of receiving marketing communications from us at any time.

4.3. Cookies: You can manage your cookie preferences through your browser settings.

Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The most recent version will be posted on our website with the updated effective date.

Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us.

By using our website, you agree to the terms outlined in this Privacy Policy. If you do not agree with any part of this policy, please refrain from using our website.

Disclaimer

The contents hereinafter presented and made accessible on this website are exclusively provided by Advanced Partners, representing general informational materials. The purpose of these materials is solely to serve as guidance and in no case should they be interpreted as counsel or advice on any specific matter.

In using the information provided, you are encouraged to assess its relevance to your individual goals, financial circumstances, and needs. In the event of detailed descriptions of any products being available on this website, you are advised to procure the Product Disclosure Statement (PDS) corresponding to said products, and to deliberate on its contents prior to any decision-making.

Advanced Partners extends no assurances or warranties pertaining to uninterrupted, delay-free, error-free, or omission-free operation of the Site, nor its immunity from viruses. Thus, the information is furnished “as is”, bereft of warranties of any kind, express or implied, inclusive of those concerning accuracy, promptness, and completeness.

Advanced Partners and its respective affiliates (be they direct or indirect) renounce all guarantees, obligations, and warranties, be they express or implied, and shall not bear liability for any loss or damage whatsoever (including those resulting from human or computer errors, whether negligent or otherwise, or incidental or consequential losses or damages) that arise from or are connected with any utilization of or reliance on the information or advice on this site. The user must undertake sole responsibility related to the use of the material on this site, regardless of the purpose or the outcomes of such usage. The information available on this website should not be considered a replacement for professional tax advice or consultation.

Our liability is limited by a scheme approved under Professional Standards Legislation.