Anna Huo
Wealth Advisor
Anna’s extensive background in finance allows her to provide comprehensive and personalised wealth management services to her clients. She has over 15 years’ experience in Project Finance and Private Credit Real Estate, with personal connections to Australia, UK, Hong Kong and China, giving her a unique perspective on investment opportunities across different industries and jurisdictions.
In her personal time, Anna is dedicated to promoting financial literacy, especially for women. Her involvement in the leadership team of Girls Just Wanna Have Fund$ and serving on the Board of UNSW Hong Kong Foundation demonstrates her commitment to empowering individuals through education and financial knowledge.
Languages:
- Mandarin
- English
Professional Qualifications
- Chartered Financial Analyst (CFA®)
- Bachelor of Commerce (Finance), UNSW
- Bachelor of Science (Statistics), UNSW
Licences
- SFC CE No. BVC261
- IA License No. FB1443
- TR(Broker) No. JH7384
Anna's role involves
Anna offers long-term holistic financial advice and support built on trust. She is dedicated to delivering bespoke wealth management advice while taking into consideration the complexities of the clients’ individual circumstances.
Anna takes time to understand her clients’ core objectives before customising appropriate strategies to align with their personal and financial goals. She also undertakes regular reviews of her clients’ investment portfolios, allowing for changes in personal goals and financial profiles.
Anna's areas of expertise
- Financial and investment advice
- Structuring and tax planning
- Estate and succession planning
- Financial Education
