Founder-led financial advice
Advice from someone who has seen both ends of the market.
Brian Chung founded Dao Capital to bring strong investment capability into advice that works for the whole household - and stays useful after the plan is written.
Meet Brian Chung
Brian Chung is the founder and principal financial adviser of Dao Capital, a Sydney-based retirement advice practice working with clients across Australia.
Across two decades in financial services, his career has included equity markets, advice for everyday households and work with wealthier clients being offered increasingly complex investments.
He later became a founding director of Statton Partners, a four adviser practice acquired by Wilsons Advisory in 2024.
That career exposed a recurring gap.
At one end of the market, the cost and standardisation of delivering advice can make it difficult to spend enough time on a client's less typical decisions.
At the other end, greater wealth can lead to complex products, illiquidity and more fee layers without necessarily producing a better household outcome.
Dao Capital was established for clients in between.
For Australians with substantial super and investments whose circumstances deserve sophisticated analysis, but who do not want complexity for its own sake.
Brian Chung
Founding Director & Principal Financial Adviser
Qualifications & Credentials
Bachelor of Commerce
Advanced Diploma of Financial Planning
Self Managed Super Fund Accredited
Accredited Listed Securities Advisor
Aged Care Accredited
Read client reviews · Check Brian’s adviser registration · Verify Dao Capital details
The investment perspective
Our markets and investment capabilities allow direct equities and complex holdings to be discussed on their merits. Our advice experience means the investment decision is not separated from spending, tax, super, pensions, family needs and getting the work done.
The objective is not to prove that active judgement, passive investing, direct shares or private markets always win. It is to determine what role each exposure performs in the client's plan and whether the cost and risk are justified.
Why the “Dao”
The ‘Dao’ (道) describes the ‘way’ of nature.
It reflects the cyclical processes of capital formation and destruction.
Markets, careers and lives do not move in straight lines. Dao Capital's approach is patient, historically informed and adapts when the evidence changes.
What founder-led means
Brian is your principal financial adviser. He takes the time to understand your situation, leads your advice and helps you work through the decisions that matter.
Dao Capital brings together the preparation, paperwork and follow-up around that relationship. You will know what happens next, what we need from you and who to contact.
Brian remains involved as your circumstances change, reviewing your position and helping you decide when your plan needs to adapt.
We accept a limited number of new ongoing client relationships at a time, so each client receives the attention their circumstances require.