Senior Financial Adviser
FSP73382
Senior Financial Adviser
FSP73382
FSP 1005414
About Me
Shao started a career with Barclay UK in 2010 as a personal bank and then moved to New Zealand with her family. Working at Westpac enables her to develop a solid foundation of financial knowledge and gained an in-depth understanding of banking products and services, and regulatory compliance. More importantly, she has a strong passion for helping people and the desire to make a positive impact on the world.
professional experience
With 8 years of experiences in the finance industry, she has demonstrated her ability to analyse financial data, has good understanding of macroeconomics, develop investment strategies, and provide tailored financial advice to the clients. She is also a successful entrepreneur by running The Gibbston Lodge in Queenstown and Wanaka. Currently, she is working towards CFA designation.
expertise & specialisation
She is knowledgeable about various investment options, such as stock, bond, mutual fund, private equity, real estate. She likes helping clients create an investment strategy at different life stages based on their risk tolerance, financial goals, and time horizon. Assisting clients in planning for their retirement to achieve their goals and improve their financial well-being.
at
home
Shao incorporate fitness into her lifestyle, whether it’s going for a jog, attending fitness classes, jazz, or playing a sport, all fits her interests and abilities.