Alan Te is a Private Bank Advisor at Macquarie Group, with a strong background in financial services, particularly in portfolio management and high-value relationship building. Previously, Alan operated as an Investment Associate at Macquarie, providing in-depth investment research and supporting strategic portfolio management. As a Private Banker, Alan played a key role in developing customized investment solutions for ultra-high net worth clients. Prior to joining Macquarie, Alan was a Senior Consultant at EY, where they assisted companies with tax strategies and due diligence. Alan holds a Bachelor of Commerce with First Class Honours from Monash University and is currently pursuing several professional qualifications, including a Diploma of Financial Planning and Chartered Accountant status.
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