Summary

Jeannie has over 14 years of extensive experience in wealth management and private banking, specialising in HNW, UHNW clients and family offices. She is responsible for the Australian Significant Investor Visa (SIV) 188C program, with a particular focus on providing investment advice to SIV applicants from Asia, as well as new and existing clients from Asia seeking to invest capital in Australia. Jeannie is dedicated to providing optimal and tailored investment advice to HNW clients and their families, helping them build compliant portfolios, grow and protect their wealth by diversifying their investments into well-regulated developed markets.

Jeannie holds a BCom from the UNSW, a GradDip in Applied Finance and Investment from Securities Institute of Australia, and a MFinPlan from Kaplan Professional. In 2023, Jeannie received Kaplan’s National Subject Award for being the highest achieving student in Australia in Taxation for Financial Planning. She is a Certified Financial Planner (CFP®) and a SMSF Specialist Advisor (SSA®) from the SMSF Association.

Jeannie is fluent in English and Mandarin.