Jesse Zhang Email
Chief Operating Officer @ Boman Group
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Jesse Zhang Location
- Melbourne, VIC, AU
Jesse Zhang Work
- 2024 -now Chief Operating Officer @
- 2021 -2024 Chief Compliance Officer @
- 2018 -2021 Group Operations and Compliance Manager @
- 2019 -now Head of Trustee Services @
- 2016 -2018 Senior Paraplanner @
- 2014 -2016 Head of Financial Planning @
- 2012 -2014 Financial Planner @
- 2012 -2012 Paraplanner @
- 2011 -2012 Graduate Program @
- 2007 -2011 Various roles in Financial Planning, Financial Analysis, Financial Market Research @ Various Businesses
Jesse Zhang Education
- Kaplan Professional
SMSF Accreditation (Self-Managed Super Funds (SMSF))
2015 - Mentor Education
ADFP (Financial Planning)
2013 - Mentor Education
DFS (Financial Planning)
2010 - University of Melbourne
Master of Financial Management (Finance)
2007-2008 - Curtin University
Taxation Law
2008 - University of South Australia
Managing the Digital Organisation
2008 - Auckland University of Technology
Bachelor of Business (Finance)
2004-2006
Jesse Zhang Skills
- Business Analysis
- Investments
- Wealth
- Financial Modeling
- Financial Services
- Wealth Management
- Asset Allocation
- Equities
- Relationship Management
- Investment Advisory
- Sales
- Superannuation
- Strategy
- Financial Markets
- Financial Risk
- Financial Analysis
- Wealth Management Services
- Retail Banking
- Financial Advisory
- Financial Planning
- Marketing
- Team Management
- Income Protection
- Customer Service
- Risk Management
- Insurance
- SMSF
- Wealth Accumulation
- Portfolio Management
- Estate Planning
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Holistic Financial Planning
- Financial Planners
- Pensions
- Banking
- Investment Strategies
- Corporate Governance
- Compliance Management
Jesse Zhang Summary
- Jesse Zhang, based in Melbourne, VIC, AU, is currently a Chief Operating Officer at Boman Group. Jesse Zhang brings experience from previous roles at Boman Group, BMYG, BMYG CAPITAL and DPM Financial Services. Jesse Zhang holds a SMSF Accreditation in Self-Managed Super Funds (SMSF) @ Kaplan Professional. With a robust skill set that includes Business Analysis, Investments, Wealth, Financial Modeling, Financial Services and more. Jesse Zhang has 2 emails on RocketReach.
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Top Boman Group Employees
Wilson Yuan
Head of Renewable Energy
Melbourne, VIC, AU
Chelsea Chang
State Director
Sydney, NSW, AU
Jesse Zhang
Chief Operating Officer
Melbourne, VIC, AU
Xiaowen Zhu
Marketing Officer
Melbourne, VIC, AU
Eric Gao
Founder and CEO
Melbourne, VIC, AU
Nikki S.
Vice President
Melbourne, VIC, AU
Suki Cai
Executive Director - Marketing and Communications
Melbourne, VIC, AU
Emma
Executive Director - Strategic Operations
Melbourne, VIC, AU
Raven Yang
Partner - Wealth Management
Melbourne, VIC, AU
Helen Chen
Operations Manager
Melbourne, VIC, AU
Catherine Huang
Junior Investment Analyst
Melbourne, VIC, AU
John Gao
Associate Director - Wealth
Melbourne, VIC, AU
Vincent Lu
Partner - Head of Private Equity
Melbourne, VIC, AU
Marcia An
Investment Analyst
Melbourne, VIC, AU
Fiona Yu
Executive Director - Wealth Management
Melbourne, VIC, AU
Catherine Mu
Investment Analyst
Melbourne, VIC, AU
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