Cecillia Zhang is a dedicated Relationship Manager at Mandate Financial Planning, playing a key role in client relationships by ensuring smooth communication and excellent service. She assists clients in navigating their financial journey, providing support and guidance throughout the planning process with the Financial Advisers.

Cecillia joined Mandate Financial Planning in 2020, bringing with her a diverse background in financial services and real estate. Her experience includes working in local real estate firms, where she developed extensive skills in client liaison and relationship management. Cecillia’s knowledge of local property investment is invaluable when clients have property investment queries.

Passionate about clients’ financial well-being, Cecillia’s warm and approachable nature led her to transition into the financial planning industry. Her role primarily revolves around overseeing the care of clients and assisting advisers and coordinating with clients. She is also responsible for managing partner relationships.

Cecillia holds a Bachelor of Commerce (Accounting & Finance) from Monash University, a Graduate Diploma in Financial Planning from Deakin University, and an Advanced Diploma in Education from RMIT University.