Example tooltip content.

Leo Tang

|

Certified

Leo has been working in the financial services industry since 2010 and has been an adviser since 2016. Prior to joining Perpetual Private, Leo was a Financial Adviser at an independently licensed Financial Planning firm, and spent his early career at JBWere, Fidelity, HSBC, and JPMorgan. Leo has strong experience in working with Not For Profits, guiding them through the investment landscape. Leo understands the importance of good Governance for Not-for-Profits, and will assist in formulating an Investment Policy Statement that carries the ethical values and boundaries that a Not-for-Profit wishes to invest in. Leo has a Bachelor of Commerce and Bachelor of Economics, Monash University (BCom / BEc).

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

  • Perpetual Private

Company number

Services offered

Certified products

Approved products

Find a Certified
Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.