Private Wealth Manager - Financial Planner

• Feb 2023 - Present

Everyone has a story, we start by listening to yours. Melbourne Capital Group believes in the uncompromised pursuit of one's path. We pride ourselves on positioning our clients to have the means to seize opportunities as they arise in life. Melbourne Capital Group practices private wealth management that is truly independent. The Group is wholly owned and actively managed by its partners. As an independent firm, we have the privilege and liberty to deliver the highest quality service to our clients Our people come from a wide range of backgrounds, industries, countries, and cultures. Bringing together a team which unifies this life experience has created an organisation where inclusivity is not merely an afterthought but ingrained in our core. At every moment, we seek to uphold and enhance our reputation by providing approachable expertise. Show less

Financial Planner - Client Relationship Consultant

• Mar 2020 - Dec 2022

Infinity Financial Solutions is a leading provider of expat financial services and wealth management services across Asia. We are dedicated to providing exceptional financial consulting service to both our individual and corporate clients. A combination of carefully tailored financial planning and a wide range of options is at the heart of what makes Infinity different from other financial advisers. We’re completely independent, so the advice we give is impartial and unbiased. We’re here to protect, build and maximise your wealth for the future security of you and your family. But most of all, we want to help you achieve your hopes and objectives, whatever they may be. The possibilities are endless. Show less

Paraplanner

• Jan 2019 - Mar 2020

Trainee Financial Planner

• Aug 2017 - Jan 2019

I joined AABWealth's graduate program as trainee Financial Planner in August 2017. My role was to provide high level of supports to the financial planners and paraplanners, while adhering to regulatory standards and ensuring that clients receive a personalised and first class service. While developing my practical experience, I haven gained a CII Certificate in Financial Services and have began working through achieving diploma level 4 and aiming to achieve full chartered adviser status. I joined AABWealth's graduate program as trainee Financial Planner in August 2017. My role was to provide high level of supports to the financial planners and paraplanners, while adhering to regulatory standards and ensuring that clients receive a personalised and first class service. While developing my practical experience, I haven gained a CII Certificate in Financial Services and have began working through achieving diploma level 4 and aiming to achieve full chartered adviser status.