Terry Wong

Founder & Director at Fundex Capital at Fundex Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU

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Bio

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Founder & Director at Fundex Capital
      • Jan 2022 - Present

    • Australia
    • Banking
    • 700 & Above Employee
    • Business Banking Manager
      • Jul 2021 - Jan 2022

      Experienced Business Banking Manager responsible for developing and managing key referral partners and a portfolio of 120+ Small to Medium Enterprise.- High-level credit and risk analysis focused on business financials and forecasting to assess the viability and risk of business lending.- Extensive experience in relationship management developed from continually expanding a large network of business and referral partners- Extensive knowledge in business plans and potential growth gained from preparing business lending proposals.

    • Small Business Specialist
      • May 2019 - Jul 2021

    • Assistant Branch Manager
      • 2015 - May 2019

    • Assistant Home & Investment Lending Manager (Commercial)
      • Nov 2018 - Mar 2019

    • Various Roles
      • Feb 2010 - Jan 2015

Education

  • Certificate IV in Finance and Mortgage Broking
    -
  • Assistant Agent Certificate (Real Estate)
    -
  • Griffith University
    Bachelor of Business
    -
  • Trinity Grammar School
    -

Community

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