Our team
Meet our team of qualified financial advisors. These are the people who
will be helping you make smart decisions about your money. They have
years of experience, and they’re here to help you.
Maggie Dai
Director and Senior Financial Advisor
Maggie is A CERTIFIED FINANCIAL PLANNER® practitioner who helps her clients from all walks of life plan for the best. After years of working in top Australian and international financial institutions, she has proudly founded StreamPlan Advisory with her two former colleagues, so she could continue servicing her existing clients and assisting many more new clients.
Through continuous education and working with clients with various needs and goals, Maggie has accumulated a comprehensive knowledge of wealth management from an investment, structuring, assets protection, business succession plan, social security, and estate planning perspective. She believes successful financial planning requires a clear blueprint, structured planning, effective execution, and regular check-in. These are what she will provide to each of her clients.
Maggie is a super busy mum. In her children’s and her husband’s eyes, she might not be the best chef, but she is the basketball cheerleader, golf caddie, swimming race volunteer, and more.
Wei Hollink
Director and Senior Financial Advisor
Wei is the co-founder and director of StreamPlan Advisory Pty Ltd. She has over 20 years of experience in Banking and financial planning.
Wei has extensive knowledge of Retirement planning, Superannuation and investment; she takes the time to build rapport with her clients and gain a better understanding of their situations. Wei is passionate about the success of her clients and develops strategies to maximise their growth and results.
In her spare time, Wei enjoys reading, jogging and gardening. She also loves travelling & spending time with her family.
Yoppie Daniel
Director and Senior Financial Advisor
Yoppie Daniel is a Director and Senior Financial Advisor at StreamPlan Advisory. He is passionate about improving the financial wellbeing of those in his community and he has been a trusted adviser for over 14 years. Yoppie attended the University of New South Wales, where he earned his Master’s degree in Commerce.
Yoppie believes clients deserve personalised solutions from trusted professionals who they trust and are comfortable to deal with. Yoppie focuses on providing unbiased financial advice, assisting clients from many different walks of life to be more knowledgeable and empowering his clients to stay on course to pursue the financial independence they deserve.
When Yoppie is out of the office, he enjoys spending time with his wife of over 20 years (Jenny), their son (Matthew) and their black Labrador (Toby). Yoppie volunteers his time at his local community and a shelter for the homeless. Besides travelling, he is also a keen follower of the South Sydney Rabbitohs and the Sydney Swans.