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Client Services & Onboarding

Amy Martin

Amy is an Integrated Wealth Management Coordinator with a comprehensive background in Accounting, Taxation, and Economics. In her role, Amy serves as a pivotal link between clients, advisors, and financial services specialists, ensuring a seamless and efficient...

Client Services & Onboarding

Shilei (Freda) Chen

Motivated and innovative Actuarial and Financial Mathematics graduate with extensive academic training in financial modelling and data analysis techniques, Freda has extensive experience in information gathering, creating analytical reports by using SQLite, Excel,...