Meet The Team

Vivian Quach – Client Services Manager

[email protected]

(03) 9888 3175

With over 20 years of experience in business advisory and taxation, Vivian brings a wealth of knowledge and expertise to the team at Financially Sorted. She specialises in providing comprehensive financial guidance to private clients, high-net-worth individuals, family groups, and businesses. Vivian’s in-depth understanding of the financial landscape allows her to offer tailored advice that empowers clients to achieve their business and financial goals.

Vivian has extensive experience in addressing the day-to-day administrative challenges that small business owners face. She provides strategic advice to help clients navigate these concerns, streamline compliance processes, and foster business growth. Her proactive approach to client service ensures that each client receives personalised solutions that align with their unique circumstances.

A strong advocate for building long-term relationships, Vivian works closely with clients to understand their specific needs and challenges. She is adept at providing support during critical times, such as resolving issues and facilitating settlements arising from marriage and family breakdowns. Her dedication to client success is evident in her commitment to understanding their goals and delivering practical, results-oriented advice.

Vivian’s expertise includes business advice, tax & accounting compliance, tax planning, property development and capital gains advice. As a Certified Xero Advisor, Vivian is well-versed in the latest accounting software and tools, ensuring that her clients benefit from the most efficient and effective financial management solutions. She also keeps herself updated with the latest industry developments, continually enhancing her skills and knowledge to provide the best possible service.

In addition to her professional expertise, Vivian is fluent in Cantonese and Vietnamese, which allows her to communicate effectively with a diverse range of clients. Outside of work, she enjoys spending time outdoors with her family and friends, reading, engaging in aerobic exercise and badminton, listening to music, and cooking.

Qualifications:

      • Bachelor of Business (Banking & Finance)
      • Master of Business (Professional Accounting)
      • Xero Certified Advisor
      • Member – AFA
      • Professional Practice – IPA
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