Perpetual
Leo Tang possesses extensive experience in the financial services industry, currently serving as a Financial Adviser at Perpetual Limited since January 2020, following a tenure as an Associate Financial Adviser. Prior roles include experience at IntegrityOne as an Associate Financial Adviser/Paraplanner, and positions with HSBC and J.P. Morgan focusing on project management and analysis. Leo Tang also held analyst roles at Fidelity Worldwide Investment and JBWere Private Wealth Management, emphasizing trade support and client services. Academic qualifications include a Bachelor’s Degree in Commerce and Economics from Monash University and a Diploma of Financial Planning from Kaplan Professional.
This person is not in the org chart
This person is not in any offices
Perpetual
3 followers
Perpetual Ltd is an Australia-based wealth manager operating in Australia and Singapore. The Company provides a range of financial products and services including asset management, financial advice and trustee services. Its segments include Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. Perpetual Investments segment supplies investment products and services to retail, corporate, superannuation and institutional clients. Perpetual Private segment provides a range of wealth advice services to high net worth individuals, charities, not-for-profit and other philanthropic organizations. Perpetual Corporate Trust provides trustee and fiduciary services to institutional clients, including custodial, trustee responsible entity and other ancillary services to Managed Investment Funds in Australia and Singapore, as well as specialized trust management and accounting services to the debt capital markets and data services to the Australian securitization market.