Ida Wong GAICD F FIN
Partner, Investment Advisor at Crestone Wealth Management- Claim this Profile
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Chinese (Mandarin, Cantonese, Hokkien) -
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Malay -
Topline Score
Bio
Evelyn O'Loughlin
Ida is a force of goodness - a dedicated active citizen who understands people and community, and has a genuine approach to giving back to society. Ida's positive attitude and leadership skills help her see solutions instead of problems. Ida’s skills were invaluable when she helped develop innovative project outcomes for the Volunteering Strategy for SA. She consistently demonstrated a strong work ethic as well as a perseverance to succeed. Her vision of an entrepreneurial approach to promoting the benefits of volunteering and corporate community involvement is inspiring.
Alexandra Blackbourne
Ida creates a positive impression right from the start- professional, friendly and knowledgable. I had the pleasure of working with Ida on recent sales development initiative - she offered support readily, provided insights and contributed to the session - without imposing on the learning of her team. She was a pleasure to work with.
Evelyn O'Loughlin
Ida is a force of goodness - a dedicated active citizen who understands people and community, and has a genuine approach to giving back to society. Ida's positive attitude and leadership skills help her see solutions instead of problems. Ida’s skills were invaluable when she helped develop innovative project outcomes for the Volunteering Strategy for SA. She consistently demonstrated a strong work ethic as well as a perseverance to succeed. Her vision of an entrepreneurial approach to promoting the benefits of volunteering and corporate community involvement is inspiring.
Alexandra Blackbourne
Ida creates a positive impression right from the start- professional, friendly and knowledgable. I had the pleasure of working with Ida on recent sales development initiative - she offered support readily, provided insights and contributed to the session - without imposing on the learning of her team. She was a pleasure to work with.
Evelyn O'Loughlin
Ida is a force of goodness - a dedicated active citizen who understands people and community, and has a genuine approach to giving back to society. Ida's positive attitude and leadership skills help her see solutions instead of problems. Ida’s skills were invaluable when she helped develop innovative project outcomes for the Volunteering Strategy for SA. She consistently demonstrated a strong work ethic as well as a perseverance to succeed. Her vision of an entrepreneurial approach to promoting the benefits of volunteering and corporate community involvement is inspiring.
Alexandra Blackbourne
Ida creates a positive impression right from the start- professional, friendly and knowledgable. I had the pleasure of working with Ida on recent sales development initiative - she offered support readily, provided insights and contributed to the session - without imposing on the learning of her team. She was a pleasure to work with.
Evelyn O'Loughlin
Ida is a force of goodness - a dedicated active citizen who understands people and community, and has a genuine approach to giving back to society. Ida's positive attitude and leadership skills help her see solutions instead of problems. Ida’s skills were invaluable when she helped develop innovative project outcomes for the Volunteering Strategy for SA. She consistently demonstrated a strong work ethic as well as a perseverance to succeed. Her vision of an entrepreneurial approach to promoting the benefits of volunteering and corporate community involvement is inspiring.
Alexandra Blackbourne
Ida creates a positive impression right from the start- professional, friendly and knowledgable. I had the pleasure of working with Ida on recent sales development initiative - she offered support readily, provided insights and contributed to the session - without imposing on the learning of her team. She was a pleasure to work with.
Experience
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LGT Crestone Wealth Management Limited
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Australia
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Financial Services
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200 - 300 Employee
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Partner, Investment Advisor
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May 2021 - Present
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Westpac
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Australia
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Banking
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700 & Above Employee
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Regional Executive, Westpac Premier SA, BankSA Private, BankSA CBD Mobile
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Jun 2017 - May 2021
Leading multi-brands of Westpac Premier SA, BankSA Private Bank & BankSA CBD Mobile Lending Team. Leading multi-brands of Westpac Premier SA, BankSA Private Bank & BankSA CBD Mobile Lending Team.
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Westpac
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Australia
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Banking
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700 & Above Employee
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Private Banker
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2015 - 2017
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Westpac
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Australia
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Banking
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700 & Above Employee
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Bank Manager, Adelaide Central Markets
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2011 - 2014
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Commercial Banking Relationship Manager (Property specialist)
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2010 - 2011
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Assistant Relationship Manager, Private Banking
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2004 - 2010
Also including Alternative Investments (Private Equity) in Credit Suisse Asset Management, directly reporting to Managing Director. Also including Alternative Investments (Private Equity) in Credit Suisse Asset Management, directly reporting to Managing Director.
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Asia Inc Forum
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Brunei Darussalam
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Events Services
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1 - 100 Employee
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Australian Contributor, Asia Inc Magazine
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2003 - 2008
Coverage across Australia as freelance business journalist contributing self-sourced written & published works relating to Australians or Australian-related business news. Interviews include from former Jetstar CEO, now Qantas CEO Alan Joyce, to Brunei cabinet ministry, and headline contributor to bi-annual business supplements. Coverage across Australia as freelance business journalist contributing self-sourced written & published works relating to Australians or Australian-related business news. Interviews include from former Jetstar CEO, now Qantas CEO Alan Joyce, to Brunei cabinet ministry, and headline contributor to bi-annual business supplements.
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Department for Trade and Investment
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Australia
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Government Administration
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100 - 200 Employee
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Project Officer, Department of Industry & Trade
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1999 - 2002
$1.2bn Adelaide-Darwin rail development project: working with Office of the Premier of SA, State government, industry & regional business stakeholders. $1.2bn Adelaide-Darwin rail development project: working with Office of the Premier of SA, State government, industry & regional business stakeholders.
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Education
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2016 - 2016
Australian Institute of Company Directors
Graduate, Company Directors Course -
2015 - 2015
Australian Institute of Company Directors
Foundations of Directorship -
2016 - 2016
Kaplan Professional
RG146 -
2009 - 2010
Kaplan Professional
Diploma of Financial Services (Financial Planning) -
2005 - 2005
Australian College of Journalism
Advanced Journalism, Journalism & Public Relations -
1994 - 1999
Flinders University
Bachelor of International Studies, (Majors: Economics & International Relations)
Community
