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OUR TEAM
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JACK HU
Chief Investment Officer
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Worked in Sydney’s premium boutique wealth management dealer group EFDB Pty Ltd for over 14 years.
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Significant experience in financial planning, investment market trading, research and asset management.
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Deep share market investment and trading experience of 15 years, strong stakeholder relationship building ability.
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Jack (Jia Kan) holds a Bachelor of Commerce Degree from the University of New South Wales and has been awarded his Chartered Financial Analyst (CFA) credential.
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BENJAMIN PETERS
Responsible Manager
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Ben has more than 22 years of experience in the wealth management industry.
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Deep experience in wealth creation, superannuation and retirement planning strategies for high net worth individuals.
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Strong management, entrepreneurial and governance skills.
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Ben operates a separate AFSL with a team of specialists who now manage over $1 billion on behalf of clients.