About Us
At Renaissance Wealth Advisors Pty Limited AFSL 308297 (“Renaissance”), we are building a legacy of long-term trust
2003 – Hau Lam and Ivan Lim decided to leave Ord Minnett and formed a financial firm. The firm first traded and was licensed under Garrisons Financial Planning, a subsidiary of Challenger Financial Services Group.
In 2005, Garrisons Financial Planning was taken over by Genesys Wealth, a subsidiary of AXA Financial Planning (now AMP Financial Planning). While trading under AXA Financial Planning, this lead to a new partnership with Greg Shapkaitz for two years. Greg went on to joined AMP as the National Sales Manager for AMP Superannuation Products and Services division.
In 2007, the firm withdrew from AXA Financial Planning and obtained their own Australian Financial Services Licence (ASFL No.308297). Renaissance Wealth Advisors Pty Limited was then established.
In 2012, Renaissance started their SMSF administration in a partnership with Reset Group Chartered Accountants and offered this to our clients.
In 2014, Renaissance took full operational control of SMSF administration which was later rebranded to CubeSuper.
Our passion is to assist clients in achieving their financial goals and objectives through tailored financial advice and services. We work alongside leading financial institutions with the aim of providing our clients access to diverse investments strategies.
At Renaissance Wealth Advisors Pty Limited AFSL 308297 (“Renaissance”), we are building a legacy of long-term trust
2003 – Hau Lam and Ivan Lim decided to leave Ord Minnett and formed a financial firm. The firm first traded and was licensed under Garrisons Financial Planning, a subsidiary of Challenger Financial Services Group.
In 2005, Garrisons Financial Planning was taken over by Genesys Wealth, a subsidiary of AXA Financial Planning (now AMP Financial Planning). While trading under AXA Financial Planning, this lead to a new partnership with Greg Shapkaitz for two years. Greg went on to joined AMP as the National Sales Manager for AMP Superannuation Products and Services division.
In 2007, the firm withdrew from AXA Financial Planning and obtained their own Australian Financial Services Licence (ASFL No.308297). Renaissance Wealth Advisors Pty Limited was then established.
In 2012, Renaissance started their SMSF administration in a partnership with Reset Group Chartered Accountants and offered this to our clients.
In 2014, Renaissance took full operational control of SMSF administration which was later rebranded to CubeSuper.
Our passion is to assist clients in achieving their financial goals and objectives through tailored financial advice and services. We work alongside leading financial institutions with the aim of providing our clients access to diverse investments strategies.
At Renaissance Wealth Advisors Pty Limited AFSL 308297 (“Renaissance”), we are building a legacy of long-term trust
2003 – Hau Lam and Ivan Lim decided to leave Ord Minnett and formed a financial firm. The firm first traded and was licensed under Garrisons Financial Planning, a subsidiary of Challenger Financial Services Group.
In 2005, Garrisons Financial Planning was taken over by Genesys Wealth, a subsidiary of AXA Financial Planning (now AMP Financial Planning). While trading under AXA Financial Planning, this lead to a new partnership with Greg Shapkaitz for two years. Greg went on to joined AMP as the National Sales Manager for AMP Superannuation Products and Services division.
In 2007, the firm withdrew from AXA Financial Planning and obtained their own Australian Financial Services Licence (ASFL No.308297). Renaissance Wealth Advisors Pty Limited was then established.
In 2012, Renaissance started their SMSF administration in a partnership with Reset Group Chartered Accountants and offered this to our clients.
In 2014, Renaissance took full operational control of SMSF administration which was later rebranded to CubeSuper.
Our passion is to assist clients in achieving their financial goals and objectives through tailored financial advice and services. We work alongside leading financial institutions with the aim of providing our clients access to diverse investments strategies.
Hau Lam | Senior Financial Adviser (Auth Rep 12345)
Hau is the Managing Director of Renaissance Wealth and has over 23 years’ experience in the financial planning profession. Hau expertise extends to covers both tax financial advice and SMSF advice. Hau holds a Bachelor of Science in Architecture (Sydney University), a Master of Commerce in Finance (UNSW), and a Certified Financial Planner Program from FPA. Hau has also completed his Accredited Derivatives adviser (Level 1) from Kaplan Professional, as well as completed his accreditation for SMSF Specialist Advice.
Salena Nguyen | Financial Adviser (Auth Rep 12345)
Salena Nguyen is a Financial Adviser and a director of Renaissance, Salena was a proper Authority holder at Westpac, specialising in the financial planning services for retail clients. Salena has also been accredited to advice on derivatives and margin lending.
Salena has extensive experience in both Australian and Global financial market by having also worked in London for 5 years and worked for many Global companies such as Deutsche Asset Management, Aberdeen Asset Management, BNP Paribas, State Street, QBE. Salena holds a Bachelor of Commerce – Accounting from Macquarie University, a Diploma of Financial Planning, and a Chartered Financial Analyst (CFA).
Frank Liu | Accounting Manager and Paraplanner
Frank is the Accounting Manager for Renaissance Wealth Pty Ltd and Cube Super Pty Ltd. He is responsible for the company finance department, overseeing the financial position for Renaissance Wealth and Cube Super as well as ensuring the smooth running of the company financial operation. Frank also manages all SMSF related accounting, administration along with the preparation of Tax Return and Auditing. Frank is involved in Business Strategy and Operations, Project Management, IT Systems and Quality Assurance. He is also the paraplanner and assist in the investment and retirement planning for our clients. Frank holds a bachelor’s degree in Accounting – Commerce from Macquarie University, Accreditation in Securities and Managed Investments (RG146) and is a Certified Public Accountant (CPA) and a tax adviser.
Nana Umeda | Office Manager
Nana is the Office Manager for Renaissance Wealth Advisors. She is the first point of contact for our clients and ensures smooth continuous communication between clients, advisers, and our service providers. Nana provides high quality professional administration support and client interaction. Nana has completed her Certificate III in Business Administration.
Denis Cook | Associate Financial Adviser
Denis is a Financial Planning Associate who has recently completed a Bachelor of Applied Finance degree from Macquarie University. His strong passion for mathematics and financial market coupled with his share trading experience will ensure that he is able to assist in providing professional solution to meet RWA’s clients’ needs and objectives. Denis is highly driven and endeavour to resolve problems in the most quantitative and qualitative approaches. Denis is multi-lingual as he can speak fluent English, conversational Vietnamese, and conversational Japanese enabling him to interact with international clients. Denis is currently studying towards a CFA licence.Hau Lam | Senior Financial Adviser (Auth Rep 12345)
Hau is the Managing Director of Renaissance Wealth and has over 23 years’ experience in the financial planning profession. Hau expertise extends to covers both tax financial advice and SMSF advice. Hau holds a Bachelor of Science in Architecture (Sydney University), a Master of Commerce in Finance (UNSW), and a Certified Financial Planner Program from FPA. Hau has also completed his Accredited Derivatives adviser (Level 1) from Kaplan Professional, as well as completed his accreditation for SMSF Specialist Advice.
Salena Nguyen | Financial Adviser (Auth Rep 12345)
Salena Nguyen is a Financial Adviser and a director of Renaissance, Salena was a proper Authority holder at Westpac, specialising in the financial planning services for retail clients. Salena has also been accredited to advice on derivatives and margin lending.
Salena has extensive experience in both Australian and Global financial market by having also worked in London for 5 years and worked for many Global companies such as Deutsche Asset Management, Aberdeen Asset Management, BNP Paribas, State Street, QBE. Salena holds a Bachelor of Commerce – Accounting from Macquarie University, a Diploma of Financial Planning, and a Chartered Financial Analyst (CFA).
Frank Liu | Accounting Manager and Paraplanner
Frank is the Accounting Manager for Renaissance Wealth Pty Ltd and Cube Super Pty Ltd. He is responsible for the company finance department, overseeing the financial position for Renaissance Wealth and Cube Super as well as ensuring the smooth running of the company financial operation. Frank also manages all SMSF related accounting, administration along with the preparation of Tax Return and Auditing. Frank is involved in Business Strategy and Operations, Project Management, IT Systems and Quality Assurance. He is also the paraplanner and assist in the investment and retirement planning for our clients. Frank holds a bachelor’s degree in Accounting – Commerce from Macquarie University, Accreditation in Securities and Managed Investments (RG146) and is a Certified Public Accountant (CPA) and a tax adviser.
Nana Umeda | Office Manager
Nana is the Office Manager for Renaissance Wealth Advisors. She is the first point of contact for our clients and ensures smooth continuous communication between clients, advisers, and our service providers. Nana provides high quality professional administration support and client interaction. Nana has completed her Certificate III in Business Administration.
Denis Cook | Associate Financial Adviser
Denis is a Financial Planning Associate who has recently completed a Bachelor of Applied Finance degree from Macquarie University. His strong passion for mathematics and financial market coupled with his share trading experience will ensure that he is able to assist in providing professional solution to meet RWA’s clients’ needs and objectives. Denis is highly driven and endeavour to resolve problems in the most quantitative and qualitative approaches. Denis is multi-lingual as he can speak fluent English, conversational Vietnamese, and conversational Japanese enabling him to interact with international clients. Denis is currently studying towards a CFA licence.Hau Lam | Senior Financial Adviser (Auth Rep 12345)
Hau is the Managing Director of Renaissance Wealth and has over 23 years’ experience in the financial planning profession. Hau expertise extends to covers both tax financial advice and SMSF advice. Hau holds a Bachelor of Science in Architecture (Sydney University), a Master of Commerce in Finance (UNSW), and a Certified Financial Planner Program from FPA. Hau has also completed his Accredited Derivatives adviser (Level 1) from Kaplan Professional, as well as completed his accreditation for SMSF Specialist Advice.
Salena Nguyen | Financial Adviser (Auth Rep 12345)
Salena Nguyen is a Financial Adviser and a director of Renaissance, Salena was a proper Authority holder at Westpac, specialising in the financial planning services for retail clients. Salena has also been accredited to advice on derivatives and margin lending.
Salena has extensive experience in both Australian and Global financial market by having also worked in London for 5 years and worked for many Global companies such as Deutsche Asset Management, Aberdeen Asset Management, BNP Paribas, State Street, QBE. Salena holds a Bachelor of Commerce – Accounting from Macquarie University, a Diploma of Financial Planning, and a Chartered Financial Analyst (CFA).
Frank Liu | Accounting Manager and Paraplanner
Frank is the Accounting Manager for Renaissance Wealth Pty Ltd and Cube Super Pty Ltd. He is responsible for the company finance department, overseeing the financial position for Renaissance Wealth and Cube Super as well as ensuring the smooth running of the company financial operation. Frank also manages all SMSF related accounting, administration along with the preparation of Tax Return and Auditing. Frank is involved in Business Strategy and Operations, Project Management, IT Systems and Quality Assurance. He is also the paraplanner and assist in the investment and retirement planning for our clients. Frank holds a bachelor’s degree in Accounting – Commerce from Macquarie University, Accreditation in Securities and Managed Investments (RG146) and is a Certified Public Accountant (CPA) and a tax adviser.
Nana Umeda | Office Manager
Nana is the Office Manager for Renaissance Wealth Advisors. She is the first point of contact for our clients and ensures smooth continuous communication between clients, advisers, and our service providers. Nana provides high quality professional administration support and client interaction. Nana has completed her Certificate III in Business Administration.
Denis Cook | Associate Financial Adviser
Denis is a Financial Planning Associate who has recently completed a Bachelor of Applied Finance degree from Macquarie University. His strong passion for mathematics and financial market coupled with his share trading experience will ensure that he is able to assist in providing professional solution to meet RWA’s clients’ needs and objectives. Denis is highly driven and endeavour to resolve problems in the most quantitative and qualitative approaches. Denis is multi-lingual as he can speak fluent English, conversational Vietnamese, and conversational Japanese enabling him to interact with international clients. Denis is currently studying towards a CFA licence.Hau Lam | Senior Financial Adviser (Auth Rep 12345)
Hau is the Managing Director of Renaissance Wealth and has over 23 years’ experience in the financial planning profession. Hau expertise extends to covers both tax financial advice and SMSF advice. Hau holds a Bachelor of Science in Architecture (Sydney University), a Master of Commerce in Finance (UNSW), and a Certified Financial Planner Program from FPA. Hau has also completed his Accredited Derivatives adviser (Level 1) from Kaplan Professional, as well as completed his accreditation for SMSF Specialist Advice.
Salena Nguyen | Financial Adviser (Auth Rep 12345)
Salena Nguyen is a Financial Adviser and a director of Renaissance, Salena was a proper Authority holder at Westpac, specialising in the financial planning services for retail clients. Salena has also been accredited to advice on derivatives and margin lending.
Salena has extensive experience in both Australian and Global financial market by having also worked in London for 5 years and worked for many Global companies such as Deutsche Asset Management, Aberdeen Asset Management, BNP Paribas, State Street, QBE. Salena holds a Bachelor of Commerce – Accounting from Macquarie University, a Diploma of Financial Planning, and a Chartered Financial Analyst (CFA).
Frank Liu | Accounting Manager and Paraplanner
Frank is the Accounting Manager for Renaissance Wealth Pty Ltd and Cube Super Pty Ltd. He is responsible for the company finance department, overseeing the financial position for Renaissance Wealth and Cube Super as well as ensuring the smooth running of the company financial operation. Frank also manages all SMSF related accounting, administration along with the preparation of Tax Return and Auditing. Frank is involved in Business Strategy and Operations, Project Management, IT Systems and Quality Assurance. He is also the paraplanner and assist in the investment and retirement planning for our clients. Frank holds a bachelor’s degree in Accounting – Commerce from Macquarie University, Accreditation in Securities and Managed Investments (RG146) and is a Certified Public Accountant (CPA) and a tax adviser.
Nana Umeda | Office Manager
Nana is the Office Manager for Renaissance Wealth Advisors. She is the first point of contact for our clients and ensures smooth continuous communication between clients, advisers, and our service providers. Nana provides high quality professional administration support and client interaction. Nana has completed her Certificate III in Business Administration.
Denis Cook | Associate Financial Adviser
Denis is a Financial Planning Associate who has recently completed a Bachelor of Applied Finance degree from Macquarie University. His strong passion for mathematics and financial market coupled with his share trading experience will ensure that he is able to assist in providing professional solution to meet RWA’s clients’ needs and objectives. Denis is highly driven and endeavour to resolve problems in the most quantitative and qualitative approaches. Denis is multi-lingual as he can speak fluent English, conversational Vietnamese, and conversational Japanese enabling him to interact with international clients. Denis is currently studying towards a CFA licence.
Senior Financial Advisor
Financial Adviser
SMSF Accountant
Office Manager
Financial Planning Associate
Senior Financial Advisor
Financial Adviser
SMSF Accountant
Office Manager