Our dedicated international client management team across Sydney, Melbourne, Shanghai and Hong Kong.
The majority of executives are bilingual, enabling us to offer the best service to our clients in English, Mandarin, Cantonese, Malay and Vietnamese.
The International team
Alan Reid is a Managing Director at MA Financial Group and is responsible for the company’s business in Greater China.
Alan has over 30 years’ experience.
Alan was the Minister Commercial and Senior Trade Commissioner at the Australian Embassy in Beijing and the Principal of Intercedent – a business in China advising on inbound and outbound investments.
Alan was an Aussie Rules Football player with the Essendon and Geelong teams.
Alan is a Juris LLB graduate from the University of Western Australia.
Alan is fluent in English and Mandarin.
Enda Stankard is a Managing Director at MA Financial Group.
Enda is an Asset Management specialist and has over 18 years’ experience in investment banking and asset management.
Enda has been with Asset Management since its inception and has extensive experience of the SIV program as well as significant asset management experience in the real estate, private equity and other sectors
Enda has previously worked for Morgan Stanley, J.P. Morgan, Macquarie Bank and ING Real Estate Investment Management in London and Sydney.
Enda has a first-class honour degree in Business Studies and French (majoring in Economics and Finance).
Susan is a Managing Director at MA Financial Group.
Susan has over 15 years’ experience in private banking, wealth management and taxation accounting.
She has extensive wealth management and private banking experience, servicing local and Chinese ultra-high net worth clients, family trusts and SMSFs, providing financial advice on managed funds, bonds, and superannuation and insurance products.
Susan previously worked at Macquarie Private Wealth and the Sydney branch of Industrial and Commercial Bank of China (ICBC).
Susan holds a Bachelor of Commerce, majoring in Accounting and Finance, from the University of Canterbury (NZ) and a Masters of Commerce and Masters of International Business from University of Sydney.
Susan is fluent in English and Mandarin.
Vanessa is a Executive Director at MA Financial Group and a founding member of the Asset Management team.
She previously worked as a paralegal specialising in migration and real estate conveyancing.
Vanessa has 13 years’ experience in financial services, real estate and Immigration legal advisory services.
Vanessa holds a Bachelor of Arts in Critical and Cultural Studies from Macquarie University.
She is fluent in English, Mandarin and the Shanghai dialect.
Jimmy Fong is responsible for client services, fund marketing and business development.
He has over 10 years’ experience in the private wealth and the wealth management sector, managing client relationships and servicing Ultra High Net Worth clients by providing financial advice on managed funds, bonds, investment and insurance products.
Previously, Jimmy held the position of Senior Banker at OCBC Wing Hang Bank servicing private wealth clients. Jimmy has also worked at HSBC and Standard Chartered Bank in Hong Kong.
Jimmy holds a Bachelor of Economics with Honors from the City University of Hong Kong.
He is fluent in Cantonese, Mandarin, the Shanghai dialect and English.
Billie Tay is Executive Director at MA Financial Group and is responsible for client services, fund marketing and channel development.
Billie has over 10 years’ experience in advising on financial products, migration programs and has specialised experience in Singapore Global Investor Program (GIP) and Australian SIV programs.
She has extensive experience in managing client relationship and servicing high net worth clients by providing financial advice on managed funds, bonds, investment and insurance products.
Billie has Diploma in Business Administration from Auston Institute Singapore.
She is fluent in English, Mandarin, Cantonese and Malay.
Celia is an Executive Director at MA Financial Group.
Celia is a product and client relationship specialist with over ten years’ experience across asset management, wealth management and platforms. She is responsible for promoting MA Financial Group Asset Management’s capabilities especially the SIV Complying investment to high-net-worth investors globally.
Prior to joining MA Financial Group, Celia held roles at Morgan Stanley, Colonial First State Custom Solutions and Westpac Banking Group. Her most recent position being a Product Manager for SIV Investment Solutions and Separately Managed Account (SMA) at Morgan Stanley Wealth Management division.
Celia holds a Bachelor of Commerce majoring in accounting and finance from the University of Melbourne.
She is fluent in English and Mandarin.
Richard Yu is a Executive Director at MA Financial Group.
Richard is an investment and client relationship specialist and has over eight years’ experience in asset management and private wealth management, servicing institutional investors, listed companies and ultra-high net worth investors.
He previously worked for Ping An Securities Headquarter and Citic Securities’ subsidiary in Shenzhen, Sydney and Melbourne.
Richard holds a Bachelor of Commerce from University of Melbourne and Master of Applied Finance from Monash University.
Richard is fluent in English, Mandarin and Cantonese.
Justin Kang is a Client Director at MA Financial Group in Asset Management.
Justin is a seasoned HNW client relationship management professional with over 10 years’ experience in wealth management and consumer credit.
Prior to MA Financial Group, Justin worked at Citigroup’s wealth management division in Sydney for over seven years. His most recent position was a Senior Relationship Manager (AVP) managing Australian and global high net worth clients. Prior to Citigroup, Justin held various front office positions at Commonwealth Bank and HSBC Australia.
Justin holds a Bachelor’s Degree of Applied Finance from Macquarie University. He is also currently a CFA level 2 candidate.
Justin is fluent in English and Mandarin.
Jonathen is a Client Director at MA Financial Group.
Jonathen has over 10 years’ experience in asset management and private wealth management, servicing high net worth and institutional investors. He has extensive experience across multiple asset classes including derivatives, FX, bonds, managed funds and direct shares.
He previously worked as an Investment Specialist at Citigroup in Sydney, providing investment recommendations and trade ideas to local and Chinese high net worth clients. He was featured regularly on Australian financial media such as the Ausbiz.
Prior to Citigroup, Jonathen worked as a Market Analyst and a Sales Trader at multi-national brokerage firms. He also worked as a Wealth Management Manager at HSBC during his career in Hong Kong.
Jonathen holds a Bachelor of Commerce from University of Melbourne and Master of Professional Accounting from RMIT.
Jonathen is fluent in English, Mandarin and Cantonese
Catherine is a client relations specialist and has over seven years’ experience in financial services including investment banking and asset management and servicing high net worth and institutional investors.
She previously worked as an analyst at Pindan Capital in Shanghai and ICBC Bank in Beijing underwriting private placement bonds for major property developers.
Catherine holds a Bachelor of Information System Management from Beijing Language and Cultural University and a Masters Degree in Finance from EDHEC Business School in France.
Catherine is fluent in English and Mandarin
Yiting is a Client Director at MA Financial Group.
Yiting is a client relationship specialist and has over 10 years’ experience in finance and working with ultra-high net worth and high net worth Chinese investors and institutional investors.
She previously worked as an investment consultant at China International Capital Corporation Limited (CICC) and at Shanghai Pudong Development Bank.
Yiting holds Master of Business Administration (MBA) from Fudan University and Bachelor of Management from Shanghai University of Business and Economics.
She is fluent in Mandarin and the Shanghai dialect.
Jennifer is a Client Director at MA Financial Group.
Jennifer is a tax and accounting specialist and has over 10 years’ experience in taxation and management accounting.
She previously worked as a chartered accountant, a taxation accountant and a senior management accountant.
Jennifer holds a Bachelor of Commerce (Accounting) from Macquarie University, is a qualified Chartered Accountant and a member of Chartered Accountants Australia and New Zealand.
Jennifer is fluent in English, Vietnamese and Cantonese.
Jack Chen is a Client Director MA Financial Group.
Jack joined MA Financial Group as Analyst, he supports the client services managers with marketing and events and the fund managers with investments and data analysis.
He previously worked at the Agricultural Development Bank of China and Industrial and Commercial Bank of China.
Jack has Masters’ degrees in both Finance and Accounting from the Australian National University and is fluent in English and Mandarin.
Annie is a Client Relationship Manager at MA Financial Group.
She previously worked as a business manager specialising in real estate, hotel management and immigration services.
Annie is a client relationship specialist and has over 6 years’ experience serving high net worth and institutional investors in asset management, real estate and hotel management industry.
Annie holds a Master degree of Translation and Interpreting from University of New South Wales and is a NAATI accredited professional translator and interpreter.
Annie is fluent in English, Mandarin and Hokkien.
Denise is a Distribution Director at MA Asset Management (Hong Kong) and is responsible for fund distribution and business development.
Denise has over 10 years’ experience across extensive functions in private banking and wealth management. Prior to joining MA Financial Group, Denise was a fund specialist for product development and provided investment fund solutions for HNW clients at Haitong International. Prior to that, she was at Investment Services of BNP Paribas Wealth Management, working closely with CIO and product teams for comprehensive wealth management investment strategy and product marketing in APAC.
Denise holds a Bachelor degree of Arts from the University of Hong Kong (major in Geography and minor in Economics), and a Master degree of International and Public Affairs from the University of Hong Kong.
She is fluent in English, Cantonese and Mandarin.