Experience

HippoWealth

• Australia
• Financial Services
• 1 - 100 Employee

• Founder and Principal Adviser

  • Oct 2020 - Present

  Sydney, New South Wales, Australia Hippo Wealth specializes in the niche of risk management. We are committed to provide the best of the breed wealth protection services to high net wealth families, professionals, executives, family offices and business owners to build a strong Wealth Shield so they can have a peace of mind. As the founder/Principal Adviser of Hippo Wealth, I created and believe in <3E Wealth Creation principle>, which explains the interrelationship between Entertain, Educate, and Empower. For… Show more Hippo Wealth specializes in the niche of risk management. We are committed to provide the best of the breed wealth protection services to high net wealth families, professionals, executives, family offices and business owners to build a strong Wealth Shield so they can have a peace of mind. As the founder/Principal Adviser of Hippo Wealth, I created and believe in <3E Wealth Creation principle>, which explains the interrelationship between Entertain, Educate, and Empower. For example, I love wealth management and am constantly entertained in this field, so I am passionate to learn about everything in wealth management. With what I've learnt, the more people I empower, the more value I can create, thus the more wealth it will attract. These 3Es can create huge impact when all three work together. Show less



澳洲财经见闻 (Australian Financial News)

• Wealth Columist

  • Nov 2020 - Present

  澳洲 New South Wales 悉尼



HippoMusic Event Services河马音乐

• Founder and CEO

  • Oct 2007 - Present

  Sydney, Australia Hippo Music offers our corporate clients with 3 premium services: 1. Professional and Passionate Bilingual MC (English and Chinese) 2. Innovative entertainment solution. 3. Strategic Marketing and Sales consulting. Value-Add for Businesses: Create a positive work environment. Boost your employees’ working morale. Enhance your company branding within the community. Increase your market exposure. Improve your sales result. HippoMusic’s Proven Track… Show more Hippo Music offers our corporate clients with 3 premium services: 1. Professional and Passionate Bilingual MC (English and Chinese) 2. Innovative entertainment solution. 3. Strategic Marketing and Sales consulting. Value-Add for Businesses: Create a positive work environment. Boost your employees’ working morale. Enhance your company branding within the community. Increase your market exposure. Improve your sales result. HippoMusic’s Proven Track Record: 2007 Winner for The RnB Showcase of the Year 2009 Breadtop Pty Ltd New Year Party 2009 Global Miss Chinese competition Celebration Party 2010 Australia’s Got Talent Semi-Finalist 2011 Microsoft Australia Kickoff Convention Special Performance 2013 Australia Golden Talent Cup - 3rd Prize 2014 Australia Golden Talent Cup - Most Popular Award 2014 Rhodes Multicultural Festival 2014 Australian Chinese Cultural Festival 2015 Entrepreneur Power 1st Convention 2015 International Lion Club Annual Charity Ball 2016 Voice of China Top 10 and Most Talented Award Winner in Australia Region 2016 Featured in CCTV International Channel 2016 Featured in "Oversea Chinese" series documentary and participated in film making. 2016 Parkside International Night Festival Entertainer and Speaker. 2017 Westpac Chinese New Year Celebration Bilingual MC and entertainer 2017 Australian International Career Festival Bilingual Host and Performer 2017 Westpac National Affinity Bilingual Adviser Team Branding Advocate 2017 Westpac 200 anniversary celebration MC and Entertainer 2017 Australian Chinese Political Forum Host and Entertainer with 28th Prime Minister Tony Abbot 2017 The Achiever Talk@SydenyUni MC and Speaker 2018 Hope Mission Centre International Food Fair Entertainer (HMC-IFF) 2018 AllFin Investment Summit Bilingual host (Melbourne) 2019 BMYG Wealth Premium Seminar Series MC and Presenter 2019 AllFin Investment Summit Co-Organiser and Bilingual host (Sydney) 2021 Asia Pacific Investment Summit Host and Panel Speaker Show less



The Australian

• Australia
• Newspaper Publishing
• 100 - 200 Employee

• Wealth Columnist

  • Apr 2019 - Apr 2023

  Sydney, Australia I am grateful to be invited to write for “The Australian” Chinese website and share wealth knowledge and insights within the Australian Chinese community. I do this voluntarily as a hobby in my own spare time because one of my “3E” principles is -Education, which I believe will help more people in our community grow their understanding of wealth management to lead a more abundant life.



Carnbrea & Co. Ltd.

• Australia
• Financial Services
• 1 - 100 Employee

• Risk Commitee

  • Jan 2019 - Oct 2020

  Sydney, Australia Carnbrea & Co. Limited is a multi-family office and wealth advisory boutique, offering the best of breed wealth management services. Carnbrea has a history steeped in a tradition of managing and administering private and family wealth. Carnbrea Asset Management provides Institutional Investment Management and Consultancy services targeted at groups with $100M—$5B and specialist Asset Management services for new Product Development and Start-up Funds. I'm passionate and grateful… Show more Carnbrea & Co. Limited is a multi-family office and wealth advisory boutique, offering the best of breed wealth management services. Carnbrea has a history steeped in a tradition of managing and administering private and family wealth. Carnbrea Asset Management provides Institutional Investment Management and Consultancy services targeted at groups with $100M—$5B and specialist Asset Management services for new Product Development and Start-up Funds. I'm passionate and grateful to be part of the investment commitee for this fantaistc Carnbrea multi-family office group and participating the discussion in the areas of: Governance/AFSL reviews/Audit/APL Maintenance Economic & Investment market view APL-new investment for consideration Standing investments to be considered for the APL Overnight Summaries/weekly updates/Quarterly Reports Risk Profiles and Asset Allocations Adviser meetings Operation Matters Compliance Matters Other Buisness: ECM/DCM update Show less



Sydney Today Pty Ltd

• Australia
• Media Production
• 1 - 100 Employee

• Wealth Columnist

  • Dec 2018 - Oct 2020

  Sydney, Australia Sydney Today is the largest Australian Chinese News and Media Group in Australia to provide latest information on every aspect of life for people living in Australia. I was blessed to be recognised with respect and interviewed by Sydney Today's newly established wechat portal "KanKanAustralia/看看澳洲“ to provide financial education and latest market trend with its users (about 600,000 registered users in Australia).



BMYG

• AllFin Content Producer

  • Oct 2017 - Oct 2020

  Sydney, Australia Leader and content producer in Wealth Functionality on AllFin platform in the field of personal wealth management (wealth protection, creation and preservation) to share insights and knowledge with our retail and HNW subscribers in the channel of AllFin magazine, AllFin wechat portal and AllFin mobile APP. AllFin is a professional wealth management media portal with more than 200,000 visits every year. Highlight: In 2018, 【Jeffrey’s Wealth Talk Season 1 video series】 has been produced and… Show more Leader and content producer in Wealth Functionality on AllFin platform in the field of personal wealth management (wealth protection, creation and preservation) to share insights and knowledge with our retail and HNW subscribers in the channel of AllFin magazine, AllFin wechat portal and AllFin mobile APP. AllFin is a professional wealth management media portal with more than 200,000 visits every year. Highlight: In 2018, 【Jeffrey’s Wealth Talk Season 1 video series】 has been produced and broadcast within AllFin wechat and website platform.

• General Manager | Wealth

  • Aug 2017 - Oct 2020

  Sydney, Australia As the national general manager of BMYG Wealth, I am responsible for creating the highest tier of Financial Services using innovate approaches such as FinTech (eg. Mobile AllFin App and Wechat) and bilingual hybrid virtual advice model to help our retail, HNW, UHNW clients nationally achieve their financial goals in creating, protecting and preserving their family wealth, specialising in: Insurance solutions, super/SMSF, family trust, Fixed Income, Equities, Alternative Asset, VC/PE, property… Show more As the national general manager of BMYG Wealth, I am responsible for creating the highest tier of Financial Services using innovate approaches such as FinTech (eg. Mobile AllFin App and Wechat) and bilingual hybrid virtual advice model to help our retail, HNW, UHNW clients nationally achieve their financial goals in creating, protecting and preserving their family wealth, specialising in: Insurance solutions, super/SMSF, family trust, Fixed Income, Equities, Alternative Asset, VC/PE, property fund and infrastructure investments. My key contributions aspects are : -Virtual Advice -Strong leads-generating abilities -Effective marketing and sales strategies via both online and offline strategies -Effective Business Partners Development -Effective CRM & loyalty program -Effective referral strategy for new business -Strong employee coaching abilities -Strong Compliance and practice management framework background -“Lead by Example“ people leader style Key Achievement: -Achieved over $100 million wealth protection portfolio milestone within 12 months with 0% clawback rate. -Onboarded over 150 clients within first 24 months since the inception of the business. -Recognised and invited to create Wealth Knowledge in Chinese language via Video, Articles on AllFin Platform, TodaySydney, and Mainstream media The Australian for Australian Chinese Community. -Recognised as the Highest Tier of financial services business by Zurich Australia in 2019. -Successfully built strong strategic referral partnership with Top professionals (e.g. accountant, mortgage brokers and immigration agents.) -Hosted a series of premium functions with leading financial institutions within the communities such as: 2018 at Sydney, JP Morgan (160 ppl) 2018 at Sydney & Melbourne, AMP Capital (100 ppl) 2018 at Sydnet, Zurich (60 ppl) 2019 at Sydney, Macquarie (Premium Seminar, 20 ppl) 2019 at Sydney, BTFG (Premium Seminar, 30 ppl) ... ...



Westpac

• Australia
• Banking
• 700 & Above Employee

• Bilingual Financial Adviser

  • Aug 2016 - Aug 2017

  Sydney, Australia I am passionate to work with my clients to achieve their best financial outcomes by providing quality advice in the areas of Insurance, Investment, and Superannuation. I am accredited to provide both Personal and General Advice to my clients on their terms. I am also responsible for managing the personal advice pipeline for the whole team to ensure that each adviser can successfully deliver the advice to clients within the required time frame. Building and maintaining the existing… Show more I am passionate to work with my clients to achieve their best financial outcomes by providing quality advice in the areas of Insurance, Investment, and Superannuation. I am accredited to provide both Personal and General Advice to my clients on their terms. I am also responsible for managing the personal advice pipeline for the whole team to ensure that each adviser can successfully deliver the advice to clients within the required time frame. Building and maintaining the existing referral partner networks is also a big part of my duties. Achievements and Projects: • 100% Customer Voice Survey Satisfaction (September 2016) • Top Sales (Quarter Four 2016) • Initiate and lead Team Christmas Campaign to enhance referral network relationship (Christmas 2016) • Initiate and monitor Personal Advice Optimization Process (2017) • Hosting and performing at Chinese New Year Celebration with Referral Partners (2017) • High Achiever and Top Sales Award for Half Year Review (2016/17) • Westpac 200th anniversary Huddle Master(MC) Show less



BT Financial Group

• Accounting
• 1 - 100 Employee

• Complex Paraplanner

  • May 2015 - Aug 2016

  Sydney, Australia I work closely with a network of Westpac financial planners nationally, providing quality customised support to meet the clients' needs, which include: 1. Assist in the development of complex and comprehensive strategies 2. Identify and document a range of strategies in a compliant, personalised and tailored format 3. Providing added value to end client by assisting the Planner in the formulation of appropriate strategies for the client from information and instructions provided by… Show more I work closely with a network of Westpac financial planners nationally, providing quality customised support to meet the clients' needs, which include: 1. Assist in the development of complex and comprehensive strategies 2. Identify and document a range of strategies in a compliant, personalised and tailored format 3. Providing added value to end client by assisting the Planner in the formulation of appropriate strategies for the client from information and instructions provided by Planners 4. Work autonomously and as part of a team in a high pressure environment and demonstrate an aptitude for problem solving 5. Prepare multiple entities SoA 6. Coach and mentor other team members. 7. Provide and accept constructive feedback to/from peers - team members and Planners Achievements and Projects: • Planner Productivity Optimization. (Co-Design, lead and Execution) -This project involves building an on-boarding and training program on SharePoint for all PPAI teams including SAT, QCC, QA, Advice implementation team, and Complex Paraplanning. • SAT Planner On-boarding and Training Program(Co-Design, Test and Implement) -This project involves building a program to assist planners to start using Subsequent Advice Team. • SAT Staff On-boarding and Training Program. (Design, Implement) -This project involves building a program to assist new starter to become fully BAU. • Pathway to FP 2017 Program (Co-design) -This project involves creating a programmed pathway to help Practice Management internal employees to become a financial planner. • 2014 Director and Project Manager for the “New Starter On-boarding Experience Pack” program within Paraplanning & Advice Implementation Department. • 2014 Quarterly High Achiever award (individual) • 2014 Practice Management Quarterly Team Award (team) • Entrepreneur Challenge Presentation top 10- New Starter On-boarding Experience Pack

• Quality Control Coach

  • Sep 2014 - May 2015

  Sydney, Australia • Perform compliance checks on the SoA produced prior to release to the Advisers, providing feedback to our offshore providers where required. • Developing a good working relationship with Adviser and handling their enquiries relating to status and priority for SoA requests. • Coaching Advisers Australia-wide on SoA requests which do not contain all necessary information required. • Efficiently answer enquiries pertaining to the requests as raised by our offshore providers, in a… Show more • Perform compliance checks on the SoA produced prior to release to the Advisers, providing feedback to our offshore providers where required. • Developing a good working relationship with Adviser and handling their enquiries relating to status and priority for SoA requests. • Coaching Advisers Australia-wide on SoA requests which do not contain all necessary information required. • Efficiently answer enquiries pertaining to the requests as raised by our offshore providers, in a manner that also builds rapport and collective performance with them. • Ensuring that requests are monitored and followed through each of the stages to completion. • Conducting peer reviews and provide quality feedback to improve the overall performance of the Quickplan Team. • Demonstrating employee engagement by actively contributing to continuous improvement initiatives on the above areas and more.

• Associate Paraplanner/Team Coach

  • Aug 2013 - Aug 2014

  Sydney, Australia Main Duties include: • Sell (new) Subsequent Advice service to Westpac Advisers Australia-wide and provide coaching to them including Partnerships. • Enhance the ultimate financial planner experience by engaging all Westpac/St. George/Bank of Melbourne/Bank SA planners by providing “one-on-one (face to face/telephone) Coaching” to ensure the advice is compliant and in the best interest of the client in conjunction of compulsory documentations. Additionally, I respond to planners’ enquiry… Show more Main Duties include: • Sell (new) Subsequent Advice service to Westpac Advisers Australia-wide and provide coaching to them including Partnerships. • Enhance the ultimate financial planner experience by engaging all Westpac/St. George/Bank of Melbourne/Bank SA planners by providing “one-on-one (face to face/telephone) Coaching” to ensure the advice is compliant and in the best interest of the client in conjunction of compulsory documentations. Additionally, I respond to planners’ enquiry on a daily basis with a Customer-centric approach. • Utilise Leap/Coin to produce compliant and quality SoAs and RoAs for Westpac Advisers. • Coordinate and run the “On-boarding Experience” program for all new starters including: Compliance overview, Telephone Skill training, Coin/Leap process training, AdviserNetGain Training, Adviser Wrap overview, BTAS navigation, SharePoint and so on) in order to build a strong customer focus culture, knowledge foundation and connection within the team. • Peer review the quality, compliance and consistency of all finished advice documents within the team. • Contribute in the piloting program for Westpac Dealer groups (Partnerships) ongoing advice needs.



Blue Ocean Career Service

• Sales Executive

  • Jun 2015 - Dec 2015

  Sydney, Australia This role involves helping people step into financial planning industry, including university graduates or people from other industries. Main duties include: • Conduct one on one interviews and advise clients the appropriate training program. • Prepare workshops and present to a large group of prospects in regards to general financial planning knowledge. • Provide and design training program of real-world financial planning techniques and tools. • Business development… Show more This role involves helping people step into financial planning industry, including university graduates or people from other industries. Main duties include: • Conduct one on one interviews and advise clients the appropriate training program. • Prepare workshops and present to a large group of prospects in regards to general financial planning knowledge. • Provide and design training program of real-world financial planning techniques and tools. • Business development management including find internship opportunities for the customer. • Design and conduct internal Sales training to the employees. • Coach employees how to conduct interview and make the sale. Achievements: • Top Salesman in 2015 in Financial Planning Workshop. Show less



ANZ

• Australia
• Banking
• 700 & Above Employee

• Wealth Operation Specialist

  • May 2012 - Jul 2013

  Kent Street, Sydney I am responsible for the operation of the wealth arm of ANZ- OnePath , including insurance, super and investments, including: Indexing and Vetting Main duties include: •Review all types of wealth management requests (e.g. Insurance, super, investment), add the corresponding requirements for further action and distribute to the respective teams. OA Outflow & Maintenance Main duties include: •Managing complex cash withdrawal and rollover processes for a range of… Show more I am responsible for the operation of the wealth arm of ANZ- OnePath , including insurance, super and investments, including: Indexing and Vetting Main duties include: •Review all types of wealth management requests (e.g. Insurance, super, investment), add the corresponding requirements for further action and distribute to the respective teams. OA Outflow & Maintenance Main duties include: •Managing complex cash withdrawal and rollover processes for a range of financial product (Super, Pension, and Trust/Investment Funds) from ANZ and OnePath. •Ensuring all client files are updated and in-line with regulatory and compliance requirements. •Checking other team members’ work. •Providing administration support to the client advisors as required. •Resolving problems by liasing with key internal department (accounts, RM, banking admin.) and external stake holders (super fund, Financial Planner, and customer.) Service Central Main duties include: •Team up-skilling and mentoring. •Data Analysis using software such as WinSAS, GateKeeper, HPUX, Stars, FUSION, IWS Explorer, Vignette IDM, and Road Runner. •Customer Information Maintenance and processing Withdrawals for various Financial Products including Corporate Super, ANZ OneAnswer, and ANZ OneCare Insurances. Transaction Processing Centre Main duties include: •Processing Superannuation distributions & allocations (cheques) for various Financial Products including MPE, ASA and Integra Bulk. •Checking superannuation distributions. Show less



General Home Loans

• Mortgage Broker

  • Jan 2011 - May 2012

  Sydney, Australia • Answer customer enquiries and help them obtain the required loan amount and interest rate. • Assistance in loan submissions to different banks. (E.g. Westpac, NAB, CPB, BOQ, etc.) • Credit analysis using software including Veda Check and various website. • Liaising with banks, real estate agents, solicitors, clients and other stakeholders. • Office administration including Data entry and filing.