Provide upon request
Carnbrea & Co. - Boutique wealth advisory HNW
Associate - Advisory Services
LINK OF WEBSITE
- Facilitating fund establishment process, including startup superfund (30M) and ethical fund (30M).
- Capital raising packs(20) and marketing strategy preparation
- Para-planning; assist senior adviser with strategic asset allocation, trade execution, Statement of Advice/ Investment recommendation preparation
- Responsible for client investment research and reporting()
- Due diligence for new products (property deals, PE, managed funds etc)
- Working knowledge with different reporting and investment platforms and trading software e.g. Xplan, Preamium, Powerwrap etc
- Provide holistic client services and relationship management
- Developed all marketing brochures, flyers and website design and management.
- Editor of in-house quarterly investment report (>200 clients)
- Reviewed and reconfirgurd investment related templates( )
- Attend government SIV updating scheme and explain to more than 5 potential clients. Facilitated two SIV clients investment transfer
- Drafted compliance policies and investment strategy documents for an industry super fund (480M).
May 2015Dec 2015
Kristy Pan & Co.
- Create customized spreadsheets for recording client's BAS figures, annual tax returns and wages; provided with a clear worksheets.
- Good knowledge of federal tax regulations; address new tax laws and legislation to ensure return accuracy.
- Effective in maintaining good customer relations, clients administration and being patient, can understand client's needs quickly.
- Practical experience of handling multiple tasks, working under pressure.
Nov2012 Mar 2013
Trainee at Department of Operation
Development Bank of Singapore
- Assist with the process of Letter of Credit and mortgage .
Master of Banking & Finance
Bachelor of Commerce - Accounting/Finance
The University of Melbourne
Passed CFA Level I in Dec 2016, will participate CFA Level II in Jun 2018; Proficient in Microsoft Office, Adobe InDesign
Gained Citibank Young Talent Certificate, Hangzhou, China