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Who we are

Who we are

We’re a group of passionate financial professionals who look after people’s financial health and wellbeing.

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What we do

What we do

We provide insurance and financial planning services.

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Where we are

Where we are

We are Brisbane based, but have clients all over Australia.

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Who’re our clients

Who’re our clients

Most of our clients are property owners and investors, they either work in a professional field or run a business.

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Choose OzDream

OzDream is a group of financial professionals who genuinely care about our clients’ financial wellbeing.

A strong value system in place

Our value system, which has 4 pillars including passion, focus, integrity and long-term, guides us through from dealing with day to day work tasks to decision making process

Our people

A team of highly trained professionals is our greatest asset. We have combined decades of experience and extensive expertise in our field, all working for one goal: to put our clients into a better financial position and make difference in their lives.

An award-winning practice

Our work has been recognised by industry authorities, nationally and internationally, such as Association of Financial Advisers (AFA) and Million Dollar Round Table (MDRT).

Easy to visit

Our office is conveniently located in the transport and lifestyle hub of Brisbane south side. With plenty of free parking space, meeting us is so easy. If you cannot visit us in our office, we now can talk to you by scheduling a Zoom meeting.

Rigorous research and study

Every plan and piece of advice that we present to our clients are based on thorough research and study. We’re backed by leading industry research houses, such as Lonsec, Iress as well as most respected financial product providers in Australia.

OzDream culture

We have friendly culture in our office, and we believe quality financial advice and services should not only belong to the rich, it should be accessible to every Australian. Australia is a dream country, everyone can achieve financial success and turn their dreams into reality, which is why we call ourselves OzDream.

Client centric

We love people and are in a people business. It is a privilege to play a role in our clients’ lives to make their future better, we take our job of protecting people and helping them create wealth very seriously.

We care

Genuine care comes from details, from heart and from what we do, not what we say. We encourage you to start experiencing our difference by setting up a no obligation meeting with us.

Our Services

Our People

We have a team of professionals who possess combined decades of experience and expertise to work together for one goal - Look after and improve our clients’ financial wellbeing.

Aon

Max Ding

Founder & Principal Adviser
Peter

Peter Donovan

Senior financial adviser
Financial Client support manager

Jean Yang

Senior Asset Manager
Ozdream Financial Planner -Kiki

Kiki Chen

Asset Manager
Ellen profile pic

Ellen Sun

Client care officer