Anique Vo brings over 15 years of experience in financial services, specializing in Private Wealth Solutions tailored for Medical Specialists, Legal Professionals, Business Owners, and Executives. She expertly aligns investments with both retail and wholesale client objectives, and works closely with tax and legal experts to enhance estate planning, focusing on asset protection and tax efficiency. Her expertise also extends to managing complex life insurance claims, enhancing her clients’ financial security and peace of mind.
Her dedicated approach has led to long -lasting client relationships based on total transparency, mutual trust, confidentiality and integrity, all principles that she values highly.
Before joining Solomons, Anique held significant roles at Findex Financial Services, Mitchell Asset Management, and Commonwealth Private Banking, where she gained extensive experience handling a wide array of private and business structures. This diverse background has equipped her with a broad perspective, enabling her to provide tailored solutions that meet the unique needs of her clients.
Outside of work, Anique is passionate about spending quality time with her family and actively volunteering in her Waverley community. Her interests extend to the arts, music, history, and architecture, which she explores in her free time. Additionally, she stays active through bushwalking and gym workouts, reflecting her commitment to health and well-being. Her well-rounded life and dedication to client success make her an invaluable asset to Solomons Wealth Management, where she continues to make a meaningful impact on her clients’ financial futures.
Anique is a member of the Financial Advice Association Australia and is also an accredited SMSF Specialist.
English, Vietnamese
– Abraham Lincoln
