Praemium
Anna Giang is an experienced professional currently serving as a Training & Relationship Manager at Praemium since June 2023. Previously, Anna held multiple roles at Partners Wealth Group from April 2017 to May 2023, including Practice Manager, Wealth Support Manager, Senior Associate, and Associate. Notable achievements include leading the successful implementation of Project Salesforce 2.0 and the introduction of BambooHR, both of which significantly enhanced operational efficiencies and client service. Prior roles include Administrator at Pinant Financial Planning and Tax Consultant at H&R Block Australia. Anna holds a Bachelor of Commerce degree in Accounting and Finance from Deakin University, earned from 2008 to 2011.
Praemium
Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023. Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience. For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.