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Bryan Ong is a seasoned finance professional with a strong educational background in finance and law. He has worked in various roles, including Mortgage and Finance Broker, Credit Analyst, Finance Intern, and Project Financing Intern. Bryan holds a Bachelor of Finance and a Bachelor of Laws degree from the University of Adelaide and has completed various certifications in finance and mortgage broking management. He has experience in analyzing clients' financial situations, credit histories, and other relevant factors to determine suitable financing options, as well as developing and utilizing credit scoring systems and statistical models to assist in credit decisions. Bryan's skills include proficiency in multiple languages, including English, Chinese, Malay, and Hokkien, and he has worked in various industries, including finance, law, and education.

Credentials

  • Diploma of Finance and Mortgage Broking Management FNS50320
    AAMC Training Group
    Aug, 2022
    - Apr, 2026
  • E-Fintech School Graduate
    FortNynja
    Dec, 2021
    - Apr, 2026
  • Mergers & Acquisitions
    LinkedIn
    Sep, 2021
    - Apr, 2026
  • DowExperts Trading Academy Graduate
    DowExperts
    Jul, 2021
    - Apr, 2026
  • Algorithmic Trading and Stocks Essential Training
    LinkedIn
    May, 2021
    - Apr, 2026
  • South Australian COVID-19 Marshal Training
    SA Health
    Nov, 2020
    - Apr, 2026
  • Virtual Experience Program Participant
    J.P. Morgan
    Nov, 2020
    - Apr, 2026
  • Virtual Experience Program Participant
    Citi
    Aug, 2020
    - Apr, 2026

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Mortgage and Finance Broker
      • Jul 2023 - Present

      - Engage with clients to understand their financial goals, homeownership and investment portfolio aspirations, and lending needs.- Analyze clients' financial situations, credit histories, and other relevant factors to determine suitable financing options.- Providing tailored financing solutions and ensuring client's portfolio are structured strategically for future goals

    • Credit Analyst
      • Nov 2021 - Aug 2023

      - Analyzing and interpreting client's credit data, financial statements, and other financial reports of companies- Developing and utilizing credit scoring systems and statistical models to assist in credit decision- Present analysis, findings, and recommendations to the Mortgage and Finance Advisors that involves credit policy niches, borrower’s capacity to service their debts, and tax minimisation strategies

  • TMGM
    • Adelaide, South Australia, Australia
    • Finance Intern
      • May 2021 - Aug 2021
      • Adelaide, South Australia, Australia

      TradeMax Global Market is a leading provider and innovator of CFD and Forex trading, constantly pushing the boundaries through cutting-edge research and development.- Completed in-depth equities and forex training on fundamental and technical analysis- Utilising the MetaTrader4, MetaTrader5 and IRESS platform to perform trades- Provide daily briefings of financial news to the executive board and monitoring the markets- Providing research and analysis on Forex trading pairs for potential trade setups

  • Handel Finance
    • Adelaide, South Australia, Australia
    • Finance Analyst Intern
      • Sep 2020 - Dec 2020
      • Adelaide, South Australia, Australia

      Handel Finance is a start-up that focuses on providing its users a Return on Investment that beats conventional interest rates offered by financial institutes through its FinTech platform -https://www.spool.fiMy role as a Finance Analyst Intern includes assisting the executives' department and providing solutions for Handel Finance through its start-up journey. To date, I have completed the following tasks:- Completion of the Initial Coin Offering of the Spool Token in Singapore.- Structuring Handel Finance and its subsidiaries' business model so as to be defined as a Utility Token under Singapore's Securities Law- Providing due-diligence and solutions for Handel Finance and its subsidiaries so as to comply with the regulatory requirements of the Monetary Authority of Singapore, the Personal Data Protection Act, and Consumer Laws.

  • UHY Hacker Young
    • Kuala Lumpur, Malaysia
    • Corporate Advisory Intern
      • Feb 2020 - Mar 2020
      • Kuala Lumpur, Malaysia

      Interned as a Finance undergraduate under the Distressed Assets, Advisory & Management (DAAM) department focussing on Liquidation, Receivership and also Mergers and Acquisitions.My job scope includes:- Valuation of assets- Valuation of shares- Performing due diligence on companies- Providing a cost effective budgeting proposal to minimise cost during liquidation

  • OCBC Bank
    • Kuala Lumpur, Malaysia
    • Finance Intern
      • Dec 2019 - Jan 2020
      • Kuala Lumpur, Malaysia

      Interned as a Finance and Law student under the Central Procurement Office department and Quality & Service Management department. My internship was directly supervised by the Head of Departments and Division Heads.My job scope includes:-Assisted in reviewing standard supply and procurement contracts and identifying areas of improvement-Drafting out negotiation letters on behalf of the department-Completing due diligence checks and credit checks on vendors-Assisted in revising the OCBC’s Graduate Talent Program to have more impactful and relatable events for the incoming graduates

  • NBS Consulting
    • Adelaide, Australia
    • Project Financing Intern
      • Jul 2019 - Dec 2019
      • Adelaide, Australia

      Working under the supervision of principal owner Ida Mok in providing solutions for clients in areas of project financing, startup financing, capital raising, compliance and regulation and cross border transfer pricing issues.

  • Mah-Kamariyah & Philip Koh
    • Kuala Lumpur, Malaysia
    • Legal Intern
      • Jan 2019 - Feb 2019
      • Kuala Lumpur, Malaysia

      Research assistant for the litigation team focussing on company law.

  • Kumon Malaysia
    • Kuala Lumpur, Malaysia
    • Mathematics and English Teacher (Advance)
      • Oct 2016 - Feb 2017
      • Kuala Lumpur, Malaysia

      - Assist teenagers and children in their learning process focussing on Mathematics and English.- Assist with the daily operations of Kumon.

Education

  • 2017 - 2021
    University of Adelaide
    Bachelor of Finance
  • 2017 - 2021
    University of Adelaide
    Bachelor of Laws - LLB
  • 2015 - 2016
    Taylor's College
    Business/Commerce, General

Suggested Services

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Industry Focus. “Financial Services”

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