Phoebe Heung is a seasoned professional with extensive experience in relationship management and training within the financial services sector. Currently serving as the National Manager - Relationship & Training at Centric since June 2021, Phoebe has progressed through various roles, including Senior Relationship & Training Manager and Relationship & Training Manager. Prior to Centric, Phoebe held the position of Private Client Manager at Affinity Private Advisors and served as an Operations Executive at Canaccord Genuity Australia. Phoebe's career commenced at Morgan Stanley as a Senior Associate, followed by a role as Client Service Associate at Pitcher Partners Investment Services, and earlier experience as Center Manager at Regus Business Centres. Phoebe holds a Diploma in Financial Planning and Services from Kaplan Professional and a Bachelor of Commerce degree with a focus in Accounting and Finance from the University of Melbourne.
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