Experience

INITIUM CAPITAL

• Australia
• Investment Management
• 1 - 100 Employee

• Business Development Director

  • Jul 2023 - Present

  Initium Capital, established in 2021 is backed by the Huang Family Office in partnership with Max Hayson of Hayson Family and Bo Zhuang, together they bring scale, stability and expertise. The founding Partners Victor Huang, Max Hayson and Bo Zhuang believes in using their expertise to access, deploy, manage and strategically invest in Commercial Retail Real Estate to create value and generate superior returns for their ultra high net worth and family office clienteles via its Commercial Retail Property Fund Offering. Initium sources commercial properties in densely populated areas and strong preforming precincts with the goal to produce consistent rental and capital asset growth for its clients. Initium is currently working with the likes of McDonalds, Harris Farm, Miniso, Quikstop, Telstra, Hardrock Group and Foralus Group and many other local chain retail brands and managers across New South Wales & Australia. Show less



NAB

• Australia
• Banking
• 700 & Above Employee

• Senior Private Client Manager

  • Nov 2021 - Jul 2023

  NAB Private is a dedicated world-class private bank offering, combining the expertise of JB Were, NAB Private and business banking at NAB. NAB Private is dedicated to the needs of an exclusive group of clients and their families whose complex financial situations require a specialist approach. We partner with clients along every stage of their financial journey, assisting them to understand, create, protect and transfer their wealth. Much more than just a bank, we're here to provide personalised service and specialised support to our clients with every aspect of their financial life, from wealth creation and protection, to insights and philanthropy. Show less



Clime Investment Management Limited

• Australia
• Investment Management
• 1 - 100 Employee

• Responsible Manager

  • May 2021 - Oct 2021

  Responsible Managers are the people that a licensee appoints to demonstrate to ASIC that it has the knowledge, skills and experience required to provide the financial services it is authorised to on its Australian Financial Services licence (AFSL). They are responsible for ensuring that how a licensee delivers its financial products and services complies with its general obligations of AFSL holders.

• Senior Private Wealth Advisor

  • Jul 2020 - Oct 2021



Mercer

• Portugal
• IT Services and IT Consulting

• Senior Financial Adviser

  • Dec 2018 - Jul 2020

  Senior Financial Adviser at Mercer Senior Financial Adviser at Mercer



Macquarie Group

• Non-profit Organizations
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2017 - Nov 2018

  As a Trusted Private Wealth Adviser, Steven helps power people to live their best lives. He stands for opportunity, accountability and integrity. Steven's focus is to build an exceptional client experience, to be the most efficient in the industry and earn trust with excellent risk management and compliance. As a Trusted Private Wealth Adviser, Steven helps power people to live their best lives. He stands for opportunity, accountability and integrity. Steven's focus is to build an exceptional client experience, to be the most efficient in the industry and earn trust with excellent risk management and compliance.



Shaw Financial Services (SFS)

• Founder / Principal Adviser

  • Jan 2012 - Aug 2017

  ShawFS helps high performers to be sure. Your benefits are our strengths 1.Time 2.Motivation 3.Expertise ShawFS helps high performers to be sure. Your benefits are our strengths 1.Time 2.Motivation 3.Expertise



Stewart Partners

• Insurance
• 1 - 100 Employee

• Technical Services Manager

  • Aug 2007 - Dec 2008

  1. Technical adviser to financial planners - providing updates on legislation and assisting advisers with strategy development for clients. 2. Back office manager – management of a team of 5 staff. This ranged from adminstration staff to paraplanners. 3. Comprehensive SOAs – 4 advice documents a week covering investment advice, superannuation strategies, SMSF, Family Trusts, cashflow management, modelling and gearing. 1. Technical adviser to financial planners - providing updates on legislation and assisting advisers with strategy development for clients. 2. Back office manager – management of a team of 5 staff. This ranged from adminstration staff to paraplanners. 3. Comprehensive SOAs – 4 advice documents a week covering investment advice, superannuation strategies, SMSF, Family Trusts, cashflow management, modelling and gearing.



Woodbury Financial Services

• United States
• Financial Services
• 200 - 300 Employee

• Financial Adviser

  • Jan 2006 - Jul 2007

  (1) Face to face financial advising I was the main contact for 200 existing clients and I also assisted the Senior Adviser and Errol in the introductory meeting for new clients. (2) Financial planning implementation tasks. Following through financial planning implementation tasks and working with external paraplanning teams to build strategies and write Statements of Advice (SOA) documents. (1) Face to face financial advising I was the main contact for 200 existing clients and I also assisted the Senior Adviser and Errol in the introductory meeting for new clients. (2) Financial planning implementation tasks. Following through financial planning implementation tasks and working with external paraplanning teams to build strategies and write Statements of Advice (SOA) documents.

• Wealth Manager

  • Aug 2004 - Dec 2005

  Junior Financial Adviser Junior Financial Adviser