Ben Au
Founder & CEO at AP Family Office- Claim this Profile
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Mandarin Full professional proficiency
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English Full professional proficiency
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Cantonese Full professional proficiency
Topline Score
Bio
Credentials
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Chartered Tax Adviser Member
The Tax InstituteApr, 2022- Nov, 2024 -
Chartered Tax Adviser
The Tax InstituteJul, 2012- Nov, 2024 -
Chartered Accountant
Chartered Accountants Australia and New ZealandJan, 2012- Nov, 2024 -
Diploma of Financial Services (Financial Planning)
CPA AustraliaSep, 2011- Nov, 2024 -
Certified Public Accountant of Hong Kong
Hong Kong Institute of Certified Public AccountantsFeb, 2009- Nov, 2024 -
Certified Practising Accountant
CPA AustraliaJun, 2005- Nov, 2024 -
Registered Tax Agent
Tax Practitioners BoardJun, 2005- Nov, 2024 -
Bachelor of Business
UTS: University of Technology, SydneyOct, 2000- Nov, 2024 -
Cert IV Property Services (Operations)
Connect Skills Institute RTO: 31474
Experience
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AP Family Office
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Australia
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Financial Services
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1 - 100 Employee
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Founder & CEO
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Jul 2005 - Present
AP Family Office is a Multi‐Family Offices (MFO) headquartered in Sydney with regional offices in Hong Kong, Nanjing and Shanghai. We typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, custody services, trusteeship, coordination of professionals, investment advice, and foundation management. We are also an investment fund manager in real estate, agriculture, equity market and credit lending sector. AP Family Office was established in 2005 as a provider of corporate tax advice and private wealth management services to Australian and Chinese based clients. In 2009, AP Group opened its first office in China and continues expanding its client base for the purpose of offering family office services to China based high net‐worth families. We currently manage over 1 billion dollars in multi investment funds for family offices. 裕豐家族辦公室始創於2005年,是一家立足於澳洲,資源和服務連接全球市場的非上市企業集團。 我們持有澳洲金融服務執照(AFSL 280595)和信貸許可證(ACL 280595)。 集團秉承"專業為首,資源為根,誠信為本,客戶為尊,共贏為旨"的可持續發展理念,為澳洲和亞洲地區的各類型企業、高淨值客戶提供資產管理,財富規劃,投資管理等高質量、多元化的金融管理服務,立志於成為一家具有全球影響力的家族辦公室服務機構。 2009年,裕豐家族辦公室繼續擴大其在南京,上海和香港的客戶群,旨在為中國客戶提供家族辦公室財富管理服務。 裕豐家族辦公室現持有的資歷,使我們能夠擁有提供家族辦公室財富管理服務的資格和能力,不僅反應了我們擁有廣泛的專業知識,也是我們對全球家族企業做出承諾的象徵。 我們的專業團隊可幫助家族辦公室完成各種目標,以合理規劃與構建財富,為子孫後代保留財富,並提供由財務建模到稅務審查的一系列專業服務。 除此之外,裕豐家族辦公室的成立旨在為家族辦公室提供更為廣泛的服務,如金融投資,房地產投資,稅務和公司結構諮詢。 透過與多家海内外大型企業機構通力合作,我們已擁有值得信賴且強大的全球網絡,並一直與國際銀行集團保持緊密合作,以確保我們的客戶能夠更快便好地實現其獨特的財富目標。 Show less
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AP Financial Services Group Limited
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Australia
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Financial Services
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1 - 100 Employee
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Managing Director
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Jul 2005 - Present
AP Financial Services Group Limited (“APFSG”) holds an Australian Financial Services Licence No. 280595 and Australian Credit Licence No. 280595, as issued by the ASIC. APFSG is an investment management company that provide financial services and makes investments in the private equity of start-up or operating companies. We will raise funds that will be invested in accordance with one or more specific investment strategies. APFSG is also an Australian based fund manager which has a Board and senior executives who have specialist experience in investing in Australia across a variety of sector. With our team of experts, we are able to offer professional assistance and consultation in terms of fund issuing and subsequent compliance as part of fund management. APFSG is managing a variety of retail funds and wholesale funds which invest in the financial market, real estate, agriculture and fintech sectors. 裕豐金融集團(“ APFSG”)擁有ASIC頒發的澳洲金融服務許可證編號280595和澳大利亞信貸許可證編號280595。裕豐金融集團是一家投資管理公司,提供金融服務,並以創業公司或運營公司的私募股權進行投資。我們將籌集將根據一種或多種特定投資策略進行投資的資金。 裕豐金融集團還是澳洲一家基金經理,由董事會和高級管理人員組成,他們具有在各個行業投資澳洲的專業經驗。通過我們的專家團隊,我們能夠在基金發行和後續合規方面提供專業的幫助和諮詢,這是基金管理的一部分。 裕豐金融集團管理著各種零售基金和批發基金,這些基金投資於金融市場,房地產,農業和金融科技領域。 Show less
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AP Accountancy Chartered Accountants
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Accounting
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Managing Partner
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Jul 2005 - Present
AP Accountancy which established in 2006 is a Chartered Accountant firm and registered tax agent in Australia. We are mainly providing expert accountancy, tax, corporate and financial advisory services to SMEs, large corporates and high net-worth individuals. We also keep it personal by enabling entrepreneurial high net-worth individuals to concentrate on expressing their talent while depending on ours for their accountancy and taxation planning. 裕豐國際會計師事務所成立於2006年,是一家澳洲的特許會計師事務所和稅務專家。我們主要為中小型企業,大型企業和高淨值人士提供專家會計,稅務,企業和財務諮詢服務。 Show less
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AP Global Trading Pty Ltd
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Sydney, New South Wales, Australia
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Director
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Apr 2015 - Present
CBEC Import and Export to Asia CBEC Import and Export to Asia
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AP Property Management Pty Ltd
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Sydney, New South Wales, Australia
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Director
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Jul 2018 - Present
AP Property Management (APPM) which was founded in 2017. It is a registered real estate agent and strata management company. (Corporate license No. 10066693) which focused on the business of property development and strata management. It’s the overseeing of residential, commercial and/or industrial real estate, including apartments, houses, warehouse and shopping centres. It typically involves the managing of property that is owned by another party or entity. We also act on behalf of the owner to preserve the value of the property while generating income. APPM is specializing in acquisition advice and property management services to our client. With the benefit from the local market knowledge and expertise of our home loan expertise, we have a range of services from getting our clients the best mortgage to supporting them through the whole buying process. 裕豐物業管理(APPM)成立於2017年。它是一家註冊房地產經紀人和地層管理公司。 (公司許可證號10066693),其重點是房地產開發和物業管理業務。這是對住宅,商業和/或工業房地產的監督,包括公寓,房屋,倉庫和購物中心。它通常涉及對另一方或實體擁有的財產的管理。我們還代表所有者採取行動,在創造收入的同時保留財產的價值。 裕豐物業管理專門為我們的客戶提供收購建議和物業管理服務。受益於本地市場知識和我們房屋貸款專業知識的豐富經驗,我們為客戶提供最佳抵押貸款,以及在整個購買過程中為他們提供支持的一系列服務。 Show less
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2nd Tier Accounting Firms
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Sydney, NSW
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Tax Consultant / Financial Advisor
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2002 - 2008
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Education
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University of Technology, Sydney
Bachelor of Business, Professional Accounting and Finance -
The Tax Institute
Chartered Tax Adviser -
CPA Australia Program
Diploma in Financial Services, Financial Planning -
CPA Australia Program
PS146 - Tier 1, Personal Financial Planning and Superannuation