Independent Financial Planner in Sydney

Our Mission

To deliver tailored independent financial advice and financial planning services with integrity, excellence and purpose.

Our Vision

We want to empower clients with the tools and knowledge to achieve their life objectives.

Meet Your Independent Financial Advisor

Plutus Financial Guidance was founded by Vince Lam who is an authorised independent financial advisor in Sydney, and a representative of Plutus Independent Advisors AFSL 517944. Our own independent Australian Financial Services Licence (AFSL).

Vince has a wealth of knowledge and experience, which he brings to Plutus Financial Guidance. From independent superannuation advice to independent retirement planning advice and estate planning advice, find out more about his experience here.

Outside professional services, 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. He is looking forward to completing a PhD postgraduate research program in the near future.

Experience

Vince has almost two decades of professional experience in the finance and energy sectors. Before launching Plutus Financial Guidance, he led a corporate life specialising in strategic thought initiatives, commercial analysis and commodity trading. He held leadership positions, making significant contributions to successfully securing the supply and logistics of multimillion dollar commodity deals and trading about $40 million per year on the market.

Education

Education has always been an important aspect of Vince’s life. He believes that anyone can continuously evolve and be a flourishing contributor to society. Vince was educated in Switzerland and did his tertiary education with the University of Sydney. He completed postgraduate studies with CPA Australia and the Macquarie University Applied Finance Centre whilst working in a high performance focused culture and working environment for various blue chip organisations.

Philanthropy

Vince has a passion for philanthropy and serving the community. Vince serves on the board of Deaf Services (formerly The Deaf Society) as a non-executive director, overseeing the governance and management of Deaf Services. In addition, he is a member of the finance & audit committee, where he has a pivotal role overseeing financial health, audit and risk management, including oversight of a $35 million equity portfolio. Deaf Services is a new organisation formed in 2020, a merger between Deaf Services and the Deaf Society, creating Australia’s largest whole-of-life service provider for Deaf, hard of hearing and deafblind community. It is Australia’s leading not for profit specialist service provider for the deaf, deafblind and hard of hearing people and their families. It has an annual revenue of approximately $45 million.

Vince & his family have taken a grassroots approach in creating positive changes and funded 3 libraries through Room to Read. A not for profit organisation that successfully transform the lives of millions of children in low-income communities by focusing on literacy and gender equality in education, so they can have the relevant life skills to succeed in school and beyond.

Did you know Plutus is the god of wealth and money in ancient Greece?

Vince Lam

Principal Consultant BCom CPA MAppFin JP

Vince is a professional Accountant and a Gold Standard Independent Financial Advisor with almost two decades of experience. He has worked for blue chip organisations such as Deloitte, ABN Amro, AMP, HSBC, Westpac & Energy Australia.

His academic qualifications include a Master of Applied Finance from the Macquarie University Applied Finance Centre and a Bachelor of Commerce degree from the University of Sydney. He also holds the Certified Practising Accountants (CPA) designation, is a registered member of the Tax Practitioners Board and an Accredited Aged Care Professional.

One of Vince’s personal passions is his work in philanthropy. In past and present Vince has actively supported a number of organisations and causes, including Room to Read, Deaf Services (formerly known as The Deaf Society) and has also established his own philanthropic organisation.

Vince is also a Justice of the Peace (JP) of New South Wales.