Panbo Ye, CFP®


Name Panbo Ye CFP®
Company Planning Ideas
Address Lvl 23.03 111 Pacific Hwy
North Sydney, NSW 2060
Phone +61283181545
Website planningideas.com.au

Panbo Ye is a seasoned financial professional with a broad range of expertise in accounting, tax advisory, and financial planning. Since 2006, he has been a professional manager and accountant, utilising his robust skill set to serve his clients effectively and efficiently.
 
In 2016, Panbo embarked on an entrepreneurial journey, founding the Ideas Group. The company is a reflection of his vision: to empower clients with powerful advice, enabling them to improve their financial standing and to inspire his peers to discover more effective ways to serve their clients​​.
 
His academic credentials include a Master of Business Administration, a Bachelor of Commerce (Accounting), and a Diploma of Financial Planning. He holds memberships in several professional bodies such as the Financial Planning Association Australia (FPA), Certified Practising Accountants (FCPA), National Tax and Accountants Association (FNTAA), The Tax Institute (FTI), and the Chartered Institute of Management Accountants (CGMA), and Mortgage & Finance Association of Australia (MFAA). He is also a Registered Tax Agent and a Justice of The Peace, further cementing his position as a trusted and knowledgeable figure in the financial industry​。
 
As the founder of Ideas Group, Panbo embodies a client-first approach. His inherent ability to place himself in his clients' position ensures that he delivers tailor-made solutions that help achieve their financial goals. Always seeking to discover the unknown, Panbo's pursuit of new knowledge and strategies in the financial sector has made Ideas Group a reputable entity in the industry​​.
 
With his vast knowledge, passion for discovery, and client-centric approach, Panbo Ye continues to lead Ideas Group towards greater heights, ensuring it remains a beacon of financial wisdom and guidance for its clients.

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