Erin Yi is a dedicated financial adviser with 15 years of experience in tax and financial planning. She began her career as a graduate accountant after earning her degree in accounting, where she quickly discovered her passion for strategic planning and investment research. To deepen her expertise, Erin pursued a Master’s in Financial Planning, which she completed in 2011, officially marking the start of her career in financial advisory. She is also an accredited SMSF specialist.

Before founding Sycamore Financial Advisory, Erin gained valuable experience working at boutique financial advisory firms and in the private wealth division of a Big Four bank. These roles provided her with a comprehensive understanding of the diverse needs of clients, from affluent individuals to high-net-worth (HNW) clients. Erin is known for offering comprehensive personalised advice and ongoing portfolio management that helps clients achieve their financial goals with confidence and peace of mind, knowing their financial matters are in capable hands. One of her key strengths is her ability to simplify complex financial strategies into practical, actionable steps, making it easy to understand and implement.

Whether you’re just starting your career and saving for your first home, an affluent individual looking to accumulate and protect your wealth, approaching or already in retirement looking to enhance and sustain your nest egg, or aiming to preserve family wealth for future generations, Erin offers thoughtful, tailored guidance. She believes in fostering long-term relationships and providing ongoing support as her clients’ financial needs evolve.

Erin grew up in southern China and moved to Australia during high school about 25 years ago, happily swapped chopsticks for Vegemite and now calls Australia home. She is also fluent in Cantonese and Mandarin. Outside of work, Erin enjoys adventuring new cuisines and travelling with her loving husband and son, creating cherished family memories along the way.