Stacey Martin, NAB Private Wealth, Sydney & founder of Expat Advisors Community
Stacey Martin has been providing personal wealth management and advisory services for more than 20 years to senior executives, business owners and wealthy families. She specialises in working with globally mobile executives in maximising the financial success of their offshore assignments through strategies before departure, whilst offshore and importantly planning return.
Working with other internationally connected accountants, lawyers and migration professionals, the inbound opportunity to assist investment migrants through the Significant Investor Visa program draws on her cross jurisdictional expertise and cultural awareness.
Suren Pather, Chairman SUMO Group of Companies
With more than 25 years experience in the financial services industry, Suren Pather created one of the first multi-disciplinary professional practices in Australia, integrating a Chartered Accounting, Financial Planning and Legal Practice successfully to become one of the leading boutique advisory practices to High-Net worth clients.
Chairman of the SUMO Group of Companies, across China, India, South-East Asia and Africa, this includes SUMO SIV Managed Fund Pty Ltd.
Cher Jones, NSW Trade and Investment
Cher Jones is the Trade and Investment Commissioner representing the New South Wales Government for South China, Hong Kong, and Taiwan. This supports inward trade and investment across resources, agribusiness, infrastructure, construction, advanced manufacturing and the pharmaceutical sectors.
Cher was previously the Associate Director of ANZ Guangzhou Branch with responsibilities in corporate and institutional banking for large local corporations in South China. Her career in Australia included 5 years at the CSIRO contributing to the commercialisation of Australian intellectual property in food technology, agribusiness and biotechnology.
Click here for more about NSW Trade and Investment international network.
Ivan Chait, Santa Fe Immigration
Ivan Chait has over 25 years’ experience in the migration industry. Santa Fe Relocation is a global mobility company providing complete end to end relocation services. This includes advice and assistance with applications for temporary and permanent residency for Australia, New Zealand and other global destinations.
Clients range from multinational corporations and SME’s relocating their employees internationally, to individual families relocating from a range of international jurisdictions. This includes Significant Investor Visa applicants from South Africa and China.
Thomas Tang, NAB Private Wealth Advisory, Hong Kong
Thomas Tang is a dual licensed financial planner based in Hong Kong who is also an Australian CFP. He provides personal wealth advisory services to Australian expatriates with expertise in wealth management and protection, superannuation and retirement planning, risk management and cross border solutions and expatriate services.
Through the NAB network, Thomas has access to a vast array of specialist services and products including Australia and Hong Kong investment and superannuation fund platforms.
David Stevens, Contango
David has been licensed as an Investment Manager in Australia, the United Kingdom and the United States. Prior to launching Contango in 1998, David was Chief Investment Officer from 1990 and Chief Executive Officer from 1992 of HSBC Asset Management.
Stephen Hardy, Executive Director, Hindmarsh
Hindmarsh is a major Australian property developer and construction contractor in Sydney, Brisbane, Adelaide and Canberra. For over a decade, Hindmarsh have been working closely with Business talent (permanent) 132 Visa applicants nominated by the ACT Government.
Stephen Hardy is also CEO of Australian Capital Ventures Limited (ACVL) which together with ANU Connect Ventures, the venture capital arm of the Australian National University (ANU), a world leading research and teaching University, have established an SIV compliant fund called Significant Capital Ventures.
For those considering a board career there are a number of risks to consider in relation to managing your personal and family wealth.
It is important when considering a role, to ensure the following risk mitigants are addressed:
- Board due diligence
- Directors and Officers insurance
- Protecting personal assets
In this booklet, compiled following conversations with a range of directors from ASX listed companies, to family businesses, charities and professionals working in the sector, are a range of strategies for managing personal financial arrangements for those who aspire to a portfolio career including board appointments.
You can download the Company Director booklet here.
World leaders, economists and regulators set the macro scene on the first day of this eighth annual world Asian Financial Forum conference, 2015.
Australian Assistant Treasurer, Josh Frydenberg, shared with the more than 2,000 delegates that Australia, as the 12th largest economy in the world, has seen 24 consecutive years of economic growth. Continue reading Asian Financial Forum – Josh Fryenberg