Elaine has extensive experience in the financial services industry, spanning more than 15 years. Skilled in developing holistic and customised solutions on all aspects of financial planning, including building and preserving wealth, retirement planning (with expertise in both Australian superannuation and Hong Kong Mandatory Provident Funds), family wealth protection and planning strategies for Australians repatriating to Australia.
Prior to joining Oreana Private Wealth, Elaine was a Senior Wealth Advisor at St George Private Wealth as well as HSBC Bank in Sydney, Australia. In these roles, she provided bespoke financial advice to high net worth individuals and their families, specialising in strategic investment, retirement and risk protection advice.
Elaine has developed extensive knowledge and experience across the advice and banking industry from a diverse range of positions including advisory, client services and paraplanning in Australia, as well as having a strong understanding of international business gained from her role as manager for the Premier banking team for HSBC in Vietnam.
Elaine is a Certified Financial Planner CFP®; the highest level of financial planning qualification worldwide, and holds a Master degree in Finance from the University of New South Wales as well as a Bachelor Degree in Finance and IT from the University of Technology Sydney.
Elaine is authorised under Oreana’s Australian Financial Services License, is licensed by the Securities and Futures Commission, Professional Insurance Brokers Association and Mandatory Provident Fund Authority in Hong Kong and is a member of the Financial Planning Association (Australia).
Elaine speaks fluent Mandarin, Bahasa, Chowzhou and Hokkien dialects.
SFC CE No. BIF048
AFSL AR No. 001236749
MPFA No. 125273
PIBA No. 0243-021892