Experience

KoiZai

• Hong Kong
• Information Technology & Services
• 1 - 100 Employee

• Group CEO and Founder

  • Sep 2017 - Present

  Building an AdviceTech solution that is financial and wealth advice driven and focused. The system is also multi-jurisdictional which will allow for cross border advisory outcomes. The Malabar AI system will also work with independant financial product manufacturer and service providers to build a full ecosystem that will incompass straight through processing. Building an AdviceTech solution that is financial and wealth advice driven and focused. The system is also multi-jurisdictional which will allow for cross border advisory outcomes. The Malabar AI system will also work with independant financial product manufacturer and service providers to build a full ecosystem that will incompass straight through processing.



Pyrmont Wealth Management Ltd

• CEO and Responsible Officer

  • Apr 2017 - Present

  Pyrmont Wealth Management is a leading team of forward-thinking individuals who believe in providing quality Life Centred Financial Planning advice, delivered via our LifePlan process. Importantly, our transparent fee-based approach means that we are always aligned with your best interests - Our Purpose Our purpose is to help you achieve the best life possible with the money you have. We work in partnership with you, putting your life at the centre of our conversations. We will take time to understand you, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, our aim is to provide you with a better Return on Life not just a better return on your investments. - Simplification We will help you get your financial house in order and will help keep it that way. We will help you provide for your lifetime income and expenditure needs, your tax planning, investments, protection and estate planning. Our aim is to simplify your life and to save you time and money. - Planning Ahead We use the latest financial planning software to help you to visualise your financial future, to assist you in prioritising your goals, and to benchmark our progress towards achieving them. - Smart Decisions We provide insight and guidance to help you avoid emotionally driven decisions in important money matters. We are available to consult with you to ensure you have all the necessary information needed to make informed and smart choices. - License and Location As a fully regulated firm, Pyrmont Wealth Management hold both SFC Type 4 and 9 licenses as well as an insurance license from the Hong Kong Confederation of Insurance Brokers. Whilst we are a Hong Kong based firm, we take a global view and in addition to local clients we actively support clients across the UK, mainland Europe, The Middle East, Asia and Australia. Show less



Orb Global Wealth Management

• CEO and Responsible Officer

  • Mar 2012 - Apr 2017

  The company was rebranded to Pyrmont Wealth Management Ltd. The company was rebranded to Pyrmont Wealth Management Ltd.



Business and Estate Planning Specialist Pty Ltd

• Authorised Representative

  • Jun 2012 - Sep 2012

  Providing ASIC licensed financial planning advice to Australian expatriates or clients with Australian based assets. I am licensed to advise on Australian based investments (stocks, units trusts), insurance and managed accounts. Providing ASIC licensed financial planning advice to Australian expatriates or clients with Australian based assets. I am licensed to advise on Australian based investments (stocks, units trusts), insurance and managed accounts.



International Commerce Corporation

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Operations Director

  • May 2010 - Mar 2012

  Manage and build the business. Manage and build the business.



Professional Investment Services

• Financial Services
• 1 - 100 Employee

• Authorised Representative

  • Oct 2001 - Feb 2012

  Provide financial planning advice. Provide financial planning advice.



Finesse Advisory Pte Ltd

• Managing Director

  • Aug 2008 - Jun 2011

  This is a staff outsourcing company to the financial planning industry. This is a staff outsourcing company to the financial planning industry.



Professional Investment Advisory Services Pte Ltd

• Singapore
• Financial Services
• 500 - 600 Employee

• Senior Branch Manager & Senior Financial Planner

  • Oct 2001 - Mar 2010

  Manage a team of financial advisers and planners.

• Technical & Paraplanning Manager

  • 2002 - 2006

  Provide technical support and training to the advisers of PIAS to provide full financial planning and securities related investment advice.



Avivia Navigator Investment Services Ltd

• Consultant - Secondment From PIAS

  • Dec 2001 - Mar 2002

  Seconded from PIAS to help bring out and launch the Navigator Investment platform concept from Australia. I conceptulatised and built a new financial planning model system that was launched in Australia as N-Link in 2002. Seconded from PIAS to help bring out and launch the Navigator Investment platform concept from Australia. I conceptulatised and built a new financial planning model system that was launched in Australia as N-Link in 2002.



National Australia Bank

• United Kingdom
• Banking
• 1 - 100 Employee

• Manager, Financial Planner

  • 1997 - 2001

  Provide financial planning advice.

• Branch Manager

  • 1997 - 1999

  Managed the bank's retail branches from Northern part of the Sydney CBD to Mosman in general management and consumer and commercial lending.



Bank of New Zealand Australia

• Australia
• Hospitals and Health Care

• Business Development Manager

  • 1994 - 1997

  Develop the mortgage brokerage business for the bank. Also, digitised the banks mortgage lending process that was still in use until 1999. Develop the mortgage brokerage business for the bank. Also, digitised the banks mortgage lending process that was still in use until 1999.