Vera brings over 17 years of wealth advisory experience to her clients. As a Senior Wealth Advisor, Vera provides bespoke and high end strategic advice to clients who live and work in both Australia & Hong Kong and covers solutions for wealth creation (asset allocation and investing), retirement planning (including superannuation and MPF), tax effective investment structures and risk protection / personal insurance advice.
Vera joined Oreana Private Wealth, Hong Kong in 2016 as the Head of Advice to continue to build on Oreana Financial’s Wealth Advisory practice to offer high end financial advice. This included expanding Oreana’s Advisor Team and advice proposition across the full spectrum of advisory services. During this time Vera developed networks with investment and insurance providers, private banking solutions, lending, taxation, estate planning and migration specialists to offer holistic financial solutions to clients living in both Australia and Hong Kong.
Vera has extensive knowledge in the advice landscape in both Hong Kong and Australia and has been in the financial services industry since 2000. Her previous positions include Senior Wealth Advisor at both National Australia Bank – Private Wealth and HSBC Bank – Premier in Sydney, Technical Services Analyst and regulatory roles at Colonial First State in Sydney and Compliance and Business Development support roles at Longview Partners London.
Vera is a Certified Financial Planner, CFP ® a global financial planning qualification. She holds a Bachelor of Commerce degree from the University of New South Wales and is licensed to provide financial advice in both Hong Kong and Australia.
Vera lives and works between Hong Kong and Sydney and is bilingual in both English and Mandarin.
SFC CE No. BHO766
AFSL AR No. 001003735
MPFA No. 125274
PIBA Reg. No. 0243-021893