Our Mission
To deliver tailored independent financial advice and financial planning services with integrity, excellence and purpose.
Our Vision
We want to empower families to achieve their life objectives, leading positive change and create a better world for future generations.
Meet Your Independent Financial Advisor
Vince Lam – MAppFin BCom CPA MAICD JP
Founder and principal consultant at Plutus Financial Guidance.
Vince is an authorised independent financial advisor in Sydney and representative of Plutus Independent Advisors AFSL 517944. Our own independent Australian Financial Services Licence.
A professional accountant and CIFAA-certified independent financial advisor with over two decades of experience, Vince has worked with blue-chip organisations including Deloitte, ABN Amro, AMP, HSBC, Westpac and Energy Australia. He is currently a member of the Australian Institute of Company Directors.
Vince brings this depth of experience to Plutus Financial Guidance. From independent superannuation advice to independent retirement planning advice and estate planning advice. He is also an Accredited Aged Care Professional and a Justice of the Peace (JP) of New South Wales.
Outside professional life, Vince spends quality time with his wife, two children and adopted cat from the Cat Protection Society of NSW. He loves sports, culture, good people, good food – sometimes too much food, and mountain biking to stay healthy and connected to nature.
Did you know Plutus is the god of wealth and money in ancient Greece?
Experience
Before launching Plutus Financial Guidance, Vince led a corporate career for over two decades across the finance and energy sectors, specialising in strategic thought initiatives, commercial analysis and commodity trading. He held leadership positions securing the supply and logistics of multimillion-dollar commodity deals, trading approximately $40 million per year on the market.
Education
Vince was educated in Switzerland before completing his tertiary studies at the University of Sydney, where he earned a Bachelor of Commerce. He went on to complete postgraduate studies through CPA Australia and the Macquarie University Applied Finance Centre, earning his Master of Applied Finance and Certified Practising Accountants (CPA) designation while working within high-performance blue-chip environments.
Philanthropy
Vince serves on the board of Deaf Connect as a non-executive director and is a member of its finance & audit committee, overseeing a $55 million equity portfolio. Deaf Connect is Australia’s leading not-for-profit specialist service provider for the deaf, deafblind and hard of hearing, with annual revenue of approximately $60 million.
Vince and his family have also taken a grassroots approach to giving back, funding three libraries through Room to Read. A not-for-profit that transforms the lives of millions of children in low-income communities through literacy and gender equality in education. Vince has also established his own philanthropic organisation.
Sense of community
Vince has a genuine concern for people, a quality that sets him apart in financial advising, where a personal touch matters most. This sense of community guides his interactions with families and shapes the foundation of his independent advisory practice: financial advice is a deeply personal matter, and every client brings a unique set of circumstances, dreams and concerns. By keeping community at the heart of his approach, Vince ensures each client feels heard, understood and valued, fostering genuine connections and working together towards shared goals.