Shirley has over 20 years experience in the financial services industry, which spans across both asset management and life insurance.
She has been with Oreana Private Wealth since the company was founded as Calibre Asset Management Ltd in 2003, and is in fact one of the original team members that established the organisation.
She has a wealth of experience in working with clients and applies discipline and diligence in helping clients to manage their investment portfolios and life goals. Many of Shirley’s clients have worked with her for over a decade creating a long and prosperous relationship.
In addition, through the migration program introduced by the Australian government, Shirley also has a strong focus on helping Chinese nationals to transition their family and wealth to Australia which has a vastly different cultural background and financial system.
Shirley is accredited with the Securities and Futures Commission in Hong Kong and a member of the Professional Insurance Brokers Association.
Technical Representative (Broker) License No.: IA5191
SFC CE No.: ABH013
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A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).