Jobbe Yu

Head of Wealth Management

Phone +61 414 186 613

Biography

Jobbe is a Partner of the Solomons Group and a qualified Private Wealth Adviser.

Jobbe has worked in Financial Services and Wealth Management for the past 8 years. He has worked in some well-known organisations including Citibank, Westpac and Commonwealth Bank of Australia.  He always focuses on developing long-lasting relationships with his clients as his core aim. Through extensive research and continuous education, Jobbe aims to understand his clients and their respective needs and objectives through extensive research and continuous education to create both simple and complex strategies. In his most recent role with Citibank, he specialised in wholesale investment advice to HNW clients and migrant solutions including Significant Investor Visa (subclass 188c).

 

AR (#001235902) of PGW Financial Services Pty Ltd AFSL 384713

Qualifications & Memberships

  • Bachelor of Business Administration– Macquarie University
  • Master of Commerce (Finance)– Macquarie University
  • Advanced Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Accredited SMSF Adviser

Language Capabilities

English, Mandarin, Cantonese

Favourite Quote

“Even if you are on the right track, you’ll get run over if you just sit there.”

– Will Rodgers