Helise Chao

Helise Chao has a diverse work experience in the financial industry. Helise started their career as an Assistant to Financial Planners at Westpac Banking Corporation and later worked as a Superannuation Fund Administrator at Mercer Human Resource Consulting. Helise then became a Strategic Financial Planner at Ord Minnett Limited before transitioning to a role in the owners corporation as The Chairman, Treasurer, and Secretary. Their next roles included being a Financial Planning & Wealth Manager at National Australia Bank and a Product & Lending Support, Settlement Processor at UBS Wealth Management. Helise then joined HSBC as a Proposition Development Manager before becoming a Financial Service Consultant at Dynamic Futures. Currently, Helise is the Head of Business Architecture & Process Improvement at Foster Denovo, where they lead the Group Strategic Portfolio in optimizing business operations and implementing technology solutions. Helise is known for their result-driven approach and has received recognition for their work, including being awarded "Adviser Firm of the Year London" at the Professional Adviser Awards in 2019.

Helise Chao has a diverse education history. In 1997, they attended the University of Technology Sydney, where they pursued a Bachelor's degree in Mathematics and Finance. During this period, they gained knowledge in various fields such as mathematics, statistics, finance, and economics. Simultaneously, from 1997 to 2000, Helise also attended Kaplan (Tribeca), focusing on Financial Services.

In 2006, Helise pursued further education at the Australian Stock Exchange in Sydney. During this period, they focused on Financial Planning and Services, specifically obtaining an Accredited Derivatives Adviser Level 1 degree.