MA Financial Group
Jinsong W. has a strong background in finance and wealth management. Jinsong began their career as a Partner at CME & Co., where they worked from October 2009 to August 2015. Jinsong then joined BT Financial Group as a Consultant/SME, focusing on superannuation and investment, from September 2015 to June 2017. Jinsong then transitioned into the role of Wealth Advisor at BT Financial Group from July 2017 to September 2018. Jinsong W. then moved on to Pendal Group, where they served as the HNW/Private Bank Distribution Relationship Manager from September 2018 to January 2021. Currently, they are working as a Client Director in Asset Management at MA Financial Group, starting in February 2021.
Jinsong W. obtained a Master's Degree in Finance from the University of Wollongong. Prior to that, they completed a Bachelor's Degree in Accounting at the same institution. Jinsong W. also holds additional certifications including the CFA® Charterholder from the CFA Institute, the FNS40120 Certificate IV in Credit Management from Kaplan Professional, and the FNS50611 Diploma of Financial Planning from Mentor Education. Further details regarding the start and end years of their education and when they obtained their certifications are not provided.