Zoe Yan Email
Private Banker @ Macquarie Group
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Zoe Yan Location
- Sydney, NSW, AU
Zoe Yan Work
- Private Banker @ (July 2019 - Present)
- Associate Advisor @ (August 2017 - July 2019)
- Financial Adviser assistant @ (July 2011 - July 2013)
- Client Service Associate @ (January 2015 - August 2017)
- Client Relationship Manager @ ipac (July 2013 - January 2015)
Zoe Yan Education
- University of Western Sydney
Master of Accountancy
2006-2008
Zoe Yan Skills
- Wealth Management
- Financial Services
- Relationship Management
- Investments
- Retirement Planning
- Portfolio Management
- Pensions
- Strategic Financial Planning
- Retirement
- Insurance
- Financial Advisory
- Asset Management
- Equities
- Investment Advisory
- Mutual Funds
Zoe Yan Summary
- Zoe Yan, based in Sydney, NSW, AU, is currently a Private Banker at Macquarie Group. Zoe Yan brings experience from previous roles at Macquarie Group, Perpetual Limited and ipac. Zoe Yan holds a 2006 - 2008 Master of Accountancy @ University of Western Sydney. With a robust skill set that includes Wealth Management, Financial Services, Relationship Management, Investments, Retirement Planning and more. Zoe Yan has 2 emails on RocketReach.
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