Download PDF


Associate -  Advisory Services

Work experience

Feb 2016Present

Associate - Advisory Services

Carnbrea & Co. Ltd
  • Facilitating fund establishment process,
  • Capital raising pack 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, private equities, managed funds etc.)
  • Familiar with different reporting and investment platforms and trading software.
  • Provide holistic client services and relationship management

Other responsibilities:

  • Responsible for all company marketing documents, website design and update.
  • Editor of quarterly investment report
  • Improved majorities of investment related templates and put into use.
  • Promoting SIV scheme to board Chinese clients facilitated two SIV clients investment transfer.
  • Drafted compliance policies and investment strategy documents for an industry super fund.
May 2015Dec 2015

Assistant Tax Accountant

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

Monash University

Bachelor of Commerce - Accounting/Finance

The University of Melbourne

Skills and certifications

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