JZ
Jesse Zhang Cfp®
Chief Operating Officer at Boman
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Work Experience
Oct 2018 - Present · 6 years and 3 months
Chief Operating Officer
Jul 2024 - Present · 6 months
Chief Compliance Officer
Sep 2021 - Jul 2024 · 2 years and 10 months
Group Operations And Compliance Manager
Oct 2018 - Sep 2021 · 2 years and 11 months
Company Details
11-50 Employees
Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families. We hold Australian Financial Service License (AFSL No. 505332) and to offer Clients with wealth management, securities, funds management, derivatives and trustee services. Additionally, we are licensed in Hong Kong to offer wealth and funds management services. Headquartered in Melbourne, Australia, our team extends across Sydney, Hong Kong, ensuring a broad and effective presence to meet our clients' diverse needs.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services
HQ Location
55 Collins St Level 41 Melbourne, Victoria 3000, AU
Keywords
Financial market analysisFinancial MediInvesting AustraliCorporate AdvisorySignificant Investment Visa (SIV)Australia Funds ManagementAustralia Wealth ManagementAustralia IPOVCPE
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