Scott has over 24 years of experience in Global Wealth Management and Corporate Banking working for top tier global banks in Australia, London, and Hong Kong.
Prior to founding Real Asset Management, Scott was a Managing Director and Head of Banking Products International for UBS Wealth Management (“UBS WM”), leading a team of finance professionals in 17 countries. Over a 13 year career with UBS WM, Scott held various roles including the Head of Banking Products in the United Kingdom, and Head of Banking Products Asia Pacific. Prior to joining UBS WM, Scott began his finance career in corporate banking with National Australia Bank in Brisbane Australia.
Scott holds a Bachelor of Commerce from Griffith University Australia, and an Executive MBA jointly from Kellogg Business School and the Hong Kong University of Science and Technology.
William has over 26 years of experience in International Banking and Wealth Management.
Prior to joining Real Asset Management, William was a Vice President in Private Banking at Credit Suisse Hong Kong. There he maintained and developed a portfolio of high net worth clients from the Greater China region. Prior to this, William worked for National Australia Bank as Head of Migrant Banking Asia and the Canadian Imperial Bank of Commerce, where over a 16 year career based in Canada, Hong Kong and Beijing, William was responsible for the Asian Banking team and the Canadian investor immigration programs.
Williams holds a B.A., Business Management from the Central University of Iowa, USA and speaks fluent English, Cantonese and Mandarin.
Scott has over 28 years of experience in Global Wealth Management and Asset Management, working for top tier financial institutions in Australia and the United Kingdom.
Prior to joining Real Asset Management, Scott was a Managing Director and Head of Investment Products and Services for UBS Wealth Management Australia. There he oversaw the entire product offering for Australia’s premier wealth manager with $A24bn of assets under management. Scott has also held the position of National Sales Director for Macquarie Private Wealth Australia and prior to this Scott co-founded and was Managing Director of Corazon Capital, a specialist wealth and asset management business based in Jersey. Scott was also the Joint Head of Private Clients at Kleinwort Benson, after starting his financial career with Mercury Asset Management in London.
Scott holds a B.A. (Hons) degree in Business Management from the University of Leeds and is a Chartered Member of the Chartered Institute of Securities & Investment, UK.
Will has over 20 years of experience in Real Estate markets including 13 years in institutional Real Estate Funds Management working for top tier domestic and global institutions.
Prior to joining Real Asset Management as Head of Real Estate, Will was a Fund Manager at LaSalle Investment Management for 7 years overseeing numerous products including core, core plus, value add and opportunistic property funds. In his leading role, Will worked across all functions from opportunity identification, acquisition due diligence, all treasury related matters, asset management, leasing and development management. Prior to joining LaSalle Investment Management, Will worked for Queensland Investment Corporation (QIC) as a portfolio analyst across QIC’s two flagship wholesale funds (circa $A 13bn under management) and also worked in a dual role in establishing and investigating new real estate business lines and opportunities in Real Estate markets. Will also gained extensive transactions experience prior to this in his role as a capital transactions executive at an ASX listed investment trust.
Will holds a degree in Property Economics from the Queensland University of Science and Technology, and a Post Graduate Certificate in Applied Finance and Investment. Will is also a registered real estate agent and is a member of Large Format Retailers Association, the Property Council of Australia and the Urban Land Institute.
Agnes has over 18 years of experience in Client Relations and Administration, working for leading institutions in Australia and Hong Kong.
Agnes joined Real Asset Management in 2013, in the position of Director Business Development. Agnes is a specialist in Global Investment Immigration programs including Australia’s Significant Investor Visa /188C, having advised dozens of clients on the program since its exception in 2012.
Agnes holds a B.A. degree in Hotel and Hospitality Management from University of Strathclyde. Agnes is a licensed estate agent. She is fluent in English, Cantonese and Mandarin.
Michael has over 22 years of experience in Global Wealth Management and Asset Management, working for leading financial institutions in Australia.
Prior to joining Real Asset Management, Michael was a Senior Portfolio Manager for Macquarie Bank in the Discretionary Managed Accounts business. He has over 12 years’ experience as Portfolio Manager, working as a senior member of the investment team managing in excess of $1 bn in clients discretionary funds and was directly responsible for over $440m in clients fixed interest and credit investments, as well as previous experience managing Equities and A-REITs, Strategic Asset Allocation and Tactical Asset Allocation. His previous experience within Macquarie Bank includes trading, derivatives, client advisory and money market activities. Michael’s first role with Macquarie was as a Stock Exchange operator where he developed a keen passion and knowledge of listed investments, and was a SEATS Governor for the ASX. Michael also worked at Westpac Bank as a securities officer prior to his role with Macquarie.
Michael holds degrees in Commerce and Finance from Adelaide University (B Com & B Fin), has completed a Post Graduate Diploma in Applied Finance and Investment, is a CFA Charterholder, and Fellow of the Financial Services Institute of Australia (F Fin).
Suzanne is the HR Director for the Real Asset Management Group and is based in Melbourne.
Suzanne has worked in professional corporate services organisations for over 25 years, including Boeing and Accenture.
Suzanne has been part of the growth of Real Asset Management Group in Australia since its inception. Prior to this, Suzanne was a senior leader in HR across the Biarri group, a disruptor technology firm, for over 8 years. Suzanne holds a Bachelor of Information Technology from the University of Southern Queensland.
Craig holds the position of Chief Technology Officer and has spent over 20 years building and implementing technology solutions across financial services, legal and hospitality sectors to unlock new business capabilities, drive efficiency and solve business problems.
Prior to joining Real Asset Management Group, he worked for MA Financial Group as Head of Technology across its Asset Management, Corporate Advisory and Lending divisions. He was responsible for the development and delivery of MA’s IT strategy, transformation program and technology roadmap.
Craig holds a Bachelor of Commerce degree in Business Management from the University of South Africa.
Thomas holds the position of Director, Client Advisor with Real Asset Management Australia, and is based in Sydney.
Thomas has over 17 years of experience in Wealth Management and Client Relationship Management. Prior to joining Real Asset Management, Thomas was a Wealth Management Manager for Industrial and Commercial Bank of China, Sydney. There as a senior business development manager, Thomas was responsible for private and institutional client acquisition and relationship management. Prior to this, Thomas worked for First Prudential Markets as Senior Sales Account Manager, Origin Energy as an Energy Trading Analyst, and ANZ E*TRADE Australia Securities Limited as a Senior Bi-lingual Client Services Representative.
Thomas holds a Bachelor of Science and a Bachelor of Arts from the University of New South Wales, and a Master of Environmental Engineering Management from the University of Technology, Sydney. Thomas speaks fluent English and Mandarin.
Stewart has 20 years’ experience as a legal and compliance professional, over 15 of those years have been spent providing Legal and Compliance advice and support to leading financial institutions in Australia and overseas.
Prior to joining Real Asset Management, Stewart was an Executive Manager, Compliance at Westpac. In that role he was responsible for compliance advice and oversight of compliance frameworks. Prior to Westpac he worked as a Senior Legal Counsel for HSBC Bank in Australia for 12 years, supporting a wide range of HSBC’s retail, wealth and private bank businesses as well as IT, digital and operations not only in Australia but also India and the UK.
Stewart holds degrees in Arts (Hons.) and Law from the University of NSW, and is admitted as a Solicitor in the Supreme Court of NSW and the Supreme Court of England and Wales.
Jason has extensive experience spanning more than 18 years’ in the financial services industry, specialising in banking and mortgage lending.
Prior to joining Real Asset Management Group, Jason most recently was responsible for the management of service across Firstmac’s businesses including loans.com.au. Jason’s passion is leading teams who strive to deliver a truly world class customer experience through efficient operational processes to retail, wholesale and white label customers. Jason’s business units encompassed managing end to end sales to settlement, customer service, collections, customer relations, loan solutions and investments, both in Australia and offshore.
Jason is currently undertaking his Masters of Business Administration through Griffith University.
Adam joined Real Asset Management in 2019 in the position of Director, Head of Funding and Securitisation, bringing over 8 years of debt funding experience to the role.
Prior to joining Real Asset Management, Adam was a member of the Treasury and Securitisation team at Resimac, responsible for funding Resimac’s residential mortgage portfolio. In this role Adam managed various warehouse relationships along with arranging RMBS transactions to meet the ongoing funding requirements of the business.
Adam holds a Bachelor of Business Administration (Finance) degree from Macquarie University, a Bachelor of European Business from the Ecole de Management de Normandie and a Master of Applied Economics from the University of Seville.
Natalie has over 30 years of experience in Banking and Finance industry, working for some of Australia’s leading financial institutions.
Prior to joining Real Asset Management Group, Natalie was the General Manager at Resicom Financial, where she was responsible for managing and mentoring the firm’s national team of business development managers and credit analysts and growing the introducer network within the Private Lending and Non-Bank space. Prior to that, Natalie was the COO and the Head of Distribution of Better Choice Home Loans.
Natalie is also a MFAA and FBAA accredited mentor under the More than Mentoring program which provides online study modules, hands on training sessions and workshops for new to industry brokers. Natalie is currently undertaking her MBA through Monash University. Natalie also holds a Diploma of Finance Broking n Insolvency Law (Postgraduate) Certificate in Insolvency Practice from the Queensland University of Technology and a Diploma in Finance and Mortgage Broking Management.
Jennifer has 8 years of experience in Marketing and Public Relations, working for institutions in Australia, Hong Kong and Macau.
Jennifer joined Real Asset Management Group in 2014 and currently holds the position of Director, Head of Marketing. Prior to that, Jennifer worked for Classic Magazine as an Editor. Previously, she worked for Strategic Public Relations Group, Television Broadcasts Limited (TVB) and Konami Digital Entertainment Ltd.
Jennifer holds a Master degree of Social Science in Advertising and a Bachelor of Journalism and Communication from the Chinese University of Hong Kong.
Ben has over 14 years’ experience in Real Estate Finance having worked for private equity institutions in Australia and the United Kingdom.
Prior to joining Real Asset Management, Ben was Assistant Vice President of Finance at Curzon Advisers in London. There he oversaw the Accounting and Operations functions for several Real Estate portfolios across Europe, including both Equity and Non-Performing Loan Assets. Prior to Curzon Advisers, Ben was Head of Real Estate Finance at Cambridge Place Investment Management in London.
Ben holds a Bachelor of Commerce majoring in Accounting from Deakin University in Melbourne, a fellowship of the Association Charted Certified Accountants (FCCA) and is a Certified Practicing Account (CPA) in Australia.
Doug has over 8 years of experience in Commercial Real Estate having previously worked for JLL (Jones Lang LaSalle) and Urbis.
Prior to joining Real Asset Management Doug worked as a Senior Executive in Capital Markets – Retail Investments at JLL with direct involvement in more than $1.75billion in real estate transactions including a number of record sales results for Queensland assets. Doug was also a Senior Consultant in the Strategic Consulting business at JLL and Consultant at property advisory firm Urbis. He specialised in development and infrastructure advisory, structured transactions and economic and financial modelling providing him with an exceptional understanding of property fundamentals, transaction structures and economic trends.
Doug holds a Bachelor of Commerce majoring in Finance and a Bachelor of Business Management majoring in Real Estate and Property Development from the University of Queensland. He is a registered real estate agent.
Stuart has over 20 years of experience in the Australian Financial Service industry where he has specialised in Credit Assessment and Mortgage Underwriting.
Prior to joining Real Asset Management Group, Stuart was the Head of Lending Australia and Responsible Manager for Resimac, where he was responsible for management of all aspects of Resimac’s Australian Underwriting team.
Prior to that, Stuart worked within Mortgage Credit Assessment at St George Bank and Bluestone Mortgages.
As the Head of Credit, Stuart’s responsibilities include the assessment of all mortgage applications and ensuring accurate, consistent credit decisions are made.
Stuart holds qualifications in Mortgage Finance and Mortgage Broking as well as Training and Assessment.
Michael holds the position of Investment Operations Manager with Real Asset Management Australia, and is based in Sydney.
Prior to joining Real Asset Management, Michael worked within the Investment Operations team for Link Fund Solutions Pty Limited. There as a Portfolio Analyst, Michael was responsible for providing investment operations and administration services to multiple fund managers. Prior to this, Michael worked for BT Financial Group as a Customer Relations Consultant across all superannuation products.
Michael holds a Bachelor of Business from the University Of Technology, Sydney.
Alistair holds the position of Enterprise Architect and has over 25 years of experience delivering innovative technology solutions across financial services, retail and education sectors.
Prior to joining Real Asset Management Group, he worked as a consultant in the financial services sector including engagements with APRA and Aware Super and before that was an Associate Director with Macquarie Bank for almost 10 years.
Alistair holds a Bachelor of Science (Computing) from Macquarie University and is an AWS certified solution architect.
Prissy holds the position of Associate Director, Client Advisor with Real Asset Management Australia, based in Kuala Lumpur and oversees the South East Asian region.
Prior to joining Real Asset Management, Prissy has 14 years of banking experience where she worked with Citibank Berhad and CIMB Investment Bank Berhad; specializing in Mortgage, Wealth Management and Client Relationship Management to high net worth clients.
Prissy holds a Bachelor of Commerce from University of Sydney. Prissy speaks fluent English and Bahasa Melayu.
Sam has over 14 years of experience in Commercial Real Estate having previously worked for CBIC (City of Brisbane Investment Corporation), Vicinity Centres and Urbis.
Prior to joining Real Asset Management, Sam was Portfolio Manager for CBIC overseeing the retail portfolio and heading up the fund and investment analytics function of the business. He worked across all facets including capital transactions, development, asset management, lending, research and fund analytics. Prior to joining CBIC, Sam was a Senior Property Analyst for Vicinity Shopping Centres, the second largest retail landlord in Australia. He was responsible for delivering strategic advice to the development, leasing, capital transaction and shopping centre management teams across the 100 centre national portfolio. Sam was also previously an Associate Director for advisory firm Urbis, specialising in retail shopping centre and mixed use development strategy. Sam managed the delivery of over 200 projects across the private and public sectors.
Sam holds a Bachelor of Business management majoring in Real Estate and Property Development from the University of Queensland.
A highly experienced and successful senior property executive with over 35 years national experience for listed and wholesale Property Trusts across Property Management, Development, Transaction, Leasing and Capital Works with deep experience across all real estate classes including, Retail, Commercial, Industrial, Carparks, Residential and Hotels.
Prior to joining Real Asset Management, Noel was a Senior Investment Manager at ISPT responsible for $1.5bn of retail assets in Qld and NSW including major CBD centres. Before ISPT Noel was Head of Property Services for Cromwell Group including management, asset management and facilities management.
Noel has also held numerous senior positions at Mirvac and Lend Lease. He is a Fellow of the Royal Institute of Chartered Surveyors and is a Certified Shopping Centre Manager of Australia.
Yvonne holds the position of Associate Director, Lending Products with Real Asset Management. Yvonne has over 15 years of experience as an Australian tax compliance professional specialised in SMSF Superannuation Fund audits, and tax planning for SMEs and High Net Worth individuals.
Prior to joining Real Asset Management Group, Yvonne worked as a Senior Accountant at Holt Baker Pty Ltd in Melbourne, Australia. There she was responsible for all aspects of SMSF Superannuation Fund administration, audit and tax return preparation, as well as assisting clients in retirement planning, succession planning and estate management.
Yvonne holds a Bachelor of Business Accounting from Victoria University. Yvonne is also a Certified Practising Accountant (CPA), a registered Tax Agent, a registered SMSF Superannuation Fund Auditor and a Certified Xero Advisor. Yvonne speaks fluent English, Cantonese and Mandarin.
Ashley holds the position of Senior Lawyer. Ashley has over 5 years of experience in regulatory and commercial law.
Prior to joining Real Asset Management Group, she worked as a lawyer at top-tier and international law firms, Ashurst and DLA Piper. Previously, she represented clients in the banking and financial services sector in regulatory, dispute resolution and commercial litigation matters.
Ashley holds a Juris Doctor from the University of Sydney.
Stephen has over 25 years of experience in the Australian Financial Service industry where he has held specialised in roles in Mortgage Underwriting, Customer Experience and Banking Operations.
Prior to joining Real Asset Management Group, Stephen was the Senior Customer Service Operations Manager at Pepper Money, where he was responsible for management of all aspects of customer service and mortgage servicing.
Stephen has also managed Customer Experience for RAMS and held the role of Head of Credit Service at Community First Credit Union and Bluestone.
As the Manager of Business Analytics & Operations responsibilities include ensuring delivery of best-in-class customer experience and world class operations.
Stephen holds qualifications in Credit Management.
Megan is an Associate Director, Lending Products for Real Asset Management.
Prior to joining Real Asset Management, Megan worked for Pureheart Capital Asia Limited in Investor Relations. Previously, she worked for AXA China Region Insurance Company Limited as a Financial Analyst. Prior to this, Megan completed internship at Shanghai PuDong Venture Capital Co. Ltd.
Megan holds a Bachelor of Science in Statistics from the University of Hong Kong. Megan speaks fluent English, Cantonese and Mandarin.
Liwen has over 7 years of experience across a range of lending activities including credit assessment, client relationship management, mortgage broker support and lending practice management.
Prior to joining Real Asset Management Group, Liwen was a Partnership Development Manager in N1 Holdings Ltd where she worked with multiple internal and external stakeholders of the business developing rapport with business to business relationships. In previous roles her in depth credit and lending knowledge allowed her to successfully navigate the detail of the credit policy and, in doing so, achieve record sales.
Liwen holds a Master of Actuarial Practice from Macquarie University, Diploma of Business Management in Central Queensland University and a Bachelor of Information Technology of Nanjing University of Aeronautics and Astronautics.
Mikai is a specialist in portfolio and relationship management, business development and customer acquisition.
Prior to joining Real Asset Management Group, as a sales professional Mikai has achieved a highly accomplished career spanning 7 years of experience with major banks and financial institution in Australia, including ANZ and Commonwealth Bank Australia. Mikai possesses an impressive track record of demonstrable success in relationship management, sales, new business development, multi-channel sales and management of complex sales opportunities.
Mikai holds a bachelor degree of Commerce in University of Western Sydney, Advanced Diploma in Marketing & Management. Mikai speaks fluent English, Cantonese and Mandarin.
Aaron holds the position of Business Development Manager. Aaron has over eight years of experience in Credit and Financial Services.
Prior to joining Real Asset Management Group, he worked for Bluestone Mortgages as a Senior Underwriter. Previously, he worked for Klienwort Hambros Channel Islands Private Bank as a Credit Specialist then as a Credit Relationship Manager. Prior to that, Aaron worked for HSBC Channel Islands Limited as a Mortgage Support Officer.
Aaron holds a Bachelors Degree in Information Systems with Business Management and Marketing from the University of Newcastle Upon-Tyne.
Wendy Goulevitch holds the position of Business Development Manager and is based in Brisbane. Wendy has over 19 years’ experience in the mortgage & finance industry.
Prior to joining Real Asset Management Group, she worked for Infinity Group Australia as a Personal Banker.
Previously, Wendy worked for Mortgage Ezy in Operations. Prior to that, she worked for Better Choice Home Loans as a Business Development Manager.
Wendy has experience in many other roles including Credit, Settlements, HR & PA to the Director.
Wendy holds a Certificate III in Business, Office Administration.
Jimmy has over 11 years’ experience in Banking and Finance.
Prior to joining Real Asset Management Group, Jimmy worked for BC Securities as a Relationship Manager working directly with consumers in their direct channel.
Jimmy started his career with Standard Chartered Bank then moved into Mortgage Broking before working for the NAB in Credit Assessment.
Jimmy has a proven track record of delivery across customer service, credit risk and assessment, and relationship management.
Jimmy holds a Master’s Degree in Science from the University of Bridgeport in the USA, as well as a Bachelor Degree in Engineering from Toyama University in Japan and a Cert IV in Mortgage Broking and Finance.
Emma has over 10 years of experience in finance industry, specialized in mortgage solution.
Prior to joining Real Asset Management Group, Emma was a Credit Analyst in St George Bank. There she was providing decision-making in the assessment of applications involving Home Loan applications & Asset finance. Prior to this, Emma worked as Bank officer at Westpac Business loan Operations. There she is responsible for deal build, disbursement, quality checking and coaching.
Emma holds a Bachelor of Science degree Major in Psychology and applied statistics from Victoria university of Wellington NZ, a Master of Accounting from Curtin university AU. Emma is holding Certificate IV in Financial Services and Mortgage Broking, she speaks fluent English and Mandarin.
Julie holds the position of Associate Director, Lending Products. Julie has over 17 years of experience in Residential Lending.
Prior to joining Real Asset Management Group, she worked for Thinktank as the Residential Head of Credit. During her time there, she was responsible for building and establishing the framework of the new Residential Department and taking settlements to over 100 million per month. Previously, she worked with both the Major Banks, and Non-Banking Lenders alike, including St George, Wizard Home Loans (GE) and UBank (NAB).
She is passionate about people and culture and has a wide breadth of experience in operations, management, credit and process excellence.
Julie holds a Bachelor of Commerce and a Bachelor of Law degree with the University of Sydney, and a Diploma of Finance and Mortgage Brokering.
Bris holds the position of Associate, Assistant Client Advisor with Real Asset Management.
Prior joining Real Asset Management, Bris worked for JPMorgan Chase Bank and State Street Australia with experience in Client Servicing and Fund Administration. Bris has a solid knowledge in financial servicing, asset financing and private equity.
Bris holds a Master of Finance Degree from the Australian National University. Bris speaks fluent English, Mandarin and Cantonese.
Christina has over 10 years’ worth of experience in overseas investments industry, with a specialty in overseas immigration and real estate investing.
Prior to joining RAM, Christina worked as a group project manager at a large domestic immigration agency, responsible for the development, promotion and sales of overseas immigration and real estate’s investment in various countries. Has successfully supported high-net worth clients getting foreign residency and whilst providing high quality real estate investments. With such vast experience, a rich and extensive network was made in the industry. Prior to this, Christina has 5 years’ experience focus in Australian real estate and immigration, with a strong understanding of Australia’s investment policies and environment.
Christina has a Bachelor of Arts degree from the China University of Geosciences. Christina speaks fluent English and Mandarin.
Abe holds the position of Leasing Manager. Abe has over 9 years of experience in property, of which the last 5 years has been retail leasing and management specific.
Prior to joining Real Asset Management Group, Abe worked for Haben Property Fund as a Retail Leasing Executive managing the leasing of the Queensland assets. Previously, he worked for Colliers International as a Manager of Retail Leasing where he managed the leasing for the Queensland management portfolio of over 15 assets for several clients.
Jay is an Analyst for Real Asset Management.
Prior to joining Real Asset Management as an Analyst, Jay has gained extensive work experience during his university years in various real estate companies including Belle Property Toowong and Mcgees Property Brisbane.
Jay holds a Bachelor of Business Management majoring in Real Estate and Development and Marketing from University of Queensland. Jay speaks fluent English, Mandarin and Bahasa Melayu.
Chris is an Analyst, Real Estate for Real Asset Management.
Prior to joining Real Asset Management as an Analyst, Real Estate, Chris worked as a Property Valuer at Chesterton Corporate Property Advisors. During his time at Chesterton’s Chris worked to deliver valuations and consultancy for the purpose of acquisition, disposal, mortgage security, rental assessments, and statutory valuation; with a core focus on development sites, commercial, industrial, and retail property throughout Queensland.
Chris holds a Bachelor of Property Economics and Development from the University of the Sunshine Coast. Chris is an Associate Member (CPV) of the Australian Property Institute, and a Registered Valuer under the Valuers Registration Act 1992 (QLD). Chris is also a committee member of the Australian Property Institute’s Queensland Young Property Professional’s Committee.
Lewis holds the position of Investment Analyst. Lewis has 5 years of experience in Real Estate Investment Management.
Prior to joining Real Asset Management Group, he worked for Shayher Group as an Analyst, focused on capital transactions and development. Previously, he has interned in the private equity space and worked for JLL.
Lewis holds a Bachelor’s degree in Property Economics from the Queensland University of Technology.
Andrew has more than 8 years’ experience in commercial real estate, working across Capital Markets, Market Intelligence and Consultancy roles in Australia and Canada.
Prior to joining RAM, Andrew was Colliers Internationals’ Head of Market Intelligence for Western Canada. He led a team of 15 responsible for financial underwriting, research, and thought leadership in six markets including Vancouver. In two years, his team underwrote more than $1.5 billion of successful office, multi-family, retail, development and industrial transactions. Andrew was a prominent market commentator and thought leader for Colliers’ Canadian business.
Prior to this, Andrew was a Senior Analyst – Capital Markets for JLL in Brisbane. He was responsible for the financial modelling, due diligence and campaign management of more than $3 billion of institutional office transactions. Andrew was previously a consultant for JLL, specialising in development, urban renewal and infrastructure advisory.
Andrew holds a degree in Business Management majoring in Real Estate Development from the University of Queensland.
Jeen is a Real Estate – Financial Controller for Real Asset Management.
Jeen has worked for a global real estate consulting company in a finance role as well as an account manager for an international publisher. Jeen is a Certified Practising Accountant (CPA) and a registered real estate salesperson.
Jeen holds a Bachelor of Applied Finance from Macquarie University and a Master of Business from Queensland University of Technology. Jeen speaks fluent English, Mandarin and Cantonese.
Rufina holds the position of Associate, Lending Products with Real Asset Management.
Rufina has over 4 years of experience in Corporate Credit Assessment.
Prior to joining Real Asset Management, Rufina worked for AGA Information Ltd as a Business Analyst and was later promoted to Associate Supervisor. Previously, Rufina worked as an Accounts Assistant for Cash Converters Pty Ltd in Perth, Australia.
Rufina holds a Double Degree of Economics and Finance from Curtin University in Perth, Australia. Rufina speaks fluent English, Cantonese and Mandarin.
Holly holds the position of Associate, Lending Products with Real Asset Management.
Prior to joining Real Asset Management Group, Holly worked for Ping An Bank China as a Service Officer. Previously, she completed internships at YMCA and World Financial Group in Oregon, the US.
Holly holds a Master of Applied Economic from City University of Hong Kong and a Bachelor of Finance from George Fox University. Holly speaks fluent English and Mandarin.
Polly holds the position of Associate, Lending Products with Real Asset Management Group. Polly has over 7 years of experience in Financial Services in Australia.
Prior to joining Real Asset Management Group, Polly worked as a Services Consultant for Bankwest in Melbourne, Australia. Prior to joining Bankwest, Polly worked for Eye Trend Pty Ltd as an Accountant Assistant.
Polly holds a Master of Professional Accounting and a Bachelor of Business from La Trobe University, Melbourne. Polly speaks fluent English, Cantonese and Mandarin.
Vicki has over 10 years of experience in finance industry, specialized in mortgage solution.
Prior to joining Real Asset Management Group, Vicki was a Credit Manager for Credit Asset Management LTD. There she was responsible for the end-to-end lending process from lodgement to settlement and making pre-credit decision. Prior to this, Vicki worked as commercial specialist for Kentucky China Trade Center, an office that represents United States Commonwealth of Kentucky in the areas of trade, investment, tourism and education. There she is responsible for market research, tradeshow marketing and office administration.
Vicki holds a Bachelor of Business Administration from Beijing Union University, a Master of International Trade from Beijing International Studies University, and Diploma of Finance and Mortgage Broking Management. Vicki is holding full MFAA membership, she speaks fluent English and Mandarin.
Peter has over 8 years’ experience in mortgage lending working for the Big 4 banks in Australia.
Before joining Real Asset Management Group, Peter was a Senior Lending Manager at Bank of Melbourne. At the same time, he also held the highest level of Delegated Risk Authority in the bank, given to a Lending Manager, allowing him to make decisions on a wide range of complex home loan applications. Prior to Bank of Melbourne, Peter spent 4 years at ANZ as a Mobile Lending Manager, connecting with clients from all across South Eastern Melbourne, while studying part-time at university. Over the years, Peter has accumulated a large network of High Net Worth Clients which contributed to his success at Bank of Melbourne achieving nearly double his target, becoming Number 1 Lending Manager in the bank. Between Real Asset Management and Bank of Melbourne, Peter also had a short stint with ANZ as a Senior Credit Assessor in their SME division, decisioning on secured and unsecured finance for businesses all across Australia. Adding an extra dimension to his knowledge on Credit Policies.
Peter’s passion is in delivering an efficient and seamless experience for the clients when they apply for a home loan. As a Credit Assessor, Peter strives to provide fast and accurate lending decisioning so our clients can have a world class experience on their home ownership journey.
Peter holds a Bachelor of Commerce degree from Monash University, majoring in Accounting and Finance. He speaks fluent English and Chinese.
Logan holds the position of Associate, Lending Products. Logan has over 4 years of experience in banking industry.
Prior to joining Real Asset Management Group, he worked for NAB Business banking as Lending Associate. Previously, he worked for NAB business banking as Credit Analyst specializing in home loan and commercial loan assessment.
Logan holds a Master degree in Accounting from University of New England. Logan speaks fluent English and Mandarin.
Jalal holds the position of Investment Operations Analyst with Real Asset Management Australia, and is based in Sydney.
Prior to joining Real Asset Management, Jalal was a Senior Portfolio Analyst within the investment operations team at Link Fund Solutions. There he was responsible for providing investment operations and administration services to various fund managers. Prior to this, Jalal worked for Orient Capital as a Shareholder Analyst, covering listed companies across Australia & New Zealand.
Jalal holds a Bachelor of Commerce from the University of New South Wales, Sydney.
Chloe holds the position of Investment Operations Analyst with Real Asset Management Australia, and is based in Sydney.
Prior to joining Real Asset Management, Chloe was a Senior Associate in Central Operations at Macquarie Bank. There she was responsible for providing different types of payments services to business banking and high net wealth clients. Previously, she completed internship at Westpac Sydney in Group Treasury covering compliance monitoring and regulatory reporting.
Chloe holds a Master degree of Applied Finance and Bachelor degree of Business from Monash University in Melbourne. Chloe speaks fluent English and Mandarin.
Sam holds the position of Marketing Associate. Sam has over 4 years of experience in Marketing and Brand Management.
Prior to joining Real Asset Management Group, he worked in various marketing roles in the FMCG space, where his latest position was a Brand Manager at L’Oreal. Previously, he has also held various roles at FulQrum, a real estate crowdfunding start-up in Auckland.
Sam holds a Bachelor of Commerce from the University of Auckland, majoring in Marketing and Economics.
Jesslyn holds the position of Fund Accountant with Real Asset Management Australia.
Prior to joining Real Asset Management, Jesslyn worked for Colonial First State with experience in Client Services, Fund Operations and Fund Accounting.
Jesslyn holds a Bachelor of Commerce – Professional Accounting from Macquarie University, Sydney. Jesslyn speaks fluent English, Mandarin, Cantonese and Bahasa Melayu.
Shaka has 8 years’ experience working within the Financial Services industry, specializing in Mortgage processing.
Prior to joining Real Asset Management Group, Shaka worked as a post settlement specialist and credit support officer in a diversified financial services and investment group. Her main role was managing the residential loan portfolio. She was responsible for end to end discharge processing as well as client servicing.
Shaka holds a Master’s Degree of Business in Finance from the University of Technology as well as a Bachelors Degree of England Art from Zhejiang A&F University in China. She speaks fluent English and Mandarin.
Cheng has over four years’ working experience in finance industry in Australia.
Before joining Real Asset Management Group, Cheng had seven years’ working experience in Big 4 accounting firms specialised in M&A and cross-border tax planning. Clients served including GM, Lend Lease, CRCC, Morgan Stanley, Bao Steel, Fosun, etc. Cheng’s duties include: conducting domestic tax due diligence; providing tax advice in both inbound and outbound transactions, such as minimising offshore tax burden while considering the flexibility for future restructuring from tax perspectives (e.g., establishing a platform for future investment or reducing the tax cost on exit); evaluating potential corporate restructuring options and identifying the relevant tax implications; and participating in cross-border transaction consultation, working involving group structure design, coordination, etc.
Cheng holds a Master degree from University of Sydney, majoring in Professional Accounting. He speaks fluent English and Chinese.
Karina holds the position of Verification Officer. Karina has over 2 years of experience in mortgage broking.
Prior to joining Real Asset Management Group, she worked for Triangle Financial as a loan writer. Previously, she worked for Credit Dynamic.
Karina holds a Master’s Degree of Professional Accounting at University of Technology Sydney and a NAATI translation certificate.
Alice is the Office Manager and Executive Assistant of Scott Kelly – Managing Director, CEO Australia.
Prior to joining Real Asset Management, Alice worked for Global Financial Institutions including Fidelity and MFS. She supported the Executive Board Members and the Head of the Australia.
Alice holds a Master in Business Administration from FIAP, one of the top universities in Brazil. Alice speaks fluent English and Portuguese.
Syron holds the position of Associate, Office Manager Hong Kong with Real Asset Management. Syron has over 15 years of experience in Corporate Administration.
Prior to joining Real Asset Management, she worked for Asian Capital Limited as an Assistant Administration Manager. Previously, she worked for Asian Capital (Corporate Finance) Limited for 7 years. There she was responsible for office administration, accounting and company secretarial duties.
Syron holds a Bachelor degree of Financial Services from Napier University. Syron speaks fluent English, Cantonese and Mandarin.
Gabrielle is an Assistant Accountant for Real Asset Management.
Prior to joining Real Asset Management, Gabrielle worked as a finance assistant at Pointcorp Constructions.
Gabrielle is currently studying a Bachelor of Business majoring in Accounting and Finance at Queensland University of Technology.
Jeffrey has more than 8 years of experience in Banking and Finance industry.
Prior to joining Real Asset Management Group, Jeffrey was a loan writer and mortgage broker at a leading mortgage company in Australia. Prior to this, Jeffrey worked for ANZ as a settlement officer.
Jeffrey holds a Bachelor degree of Banking and Finance from Monash University and a Diploma of Conveyancing. He is also a FBAA member. Jeffrey speaks fluent English, Cantonese and Mandarin.
Kate holds the position of Business Development Associate. Kate has over a decade of experience in the Finance industry with a focus working mainly within the mortgage sector for the past 8 years.
Prior to joining Real Asset Management Group, Kate worked for RAMS Home Loans, Aussie Home Loans, and other boutique mortgage brokerages across Sydney.
Kate holds a Cert IV in Finance and Mortgage Broking.
Trudie is an Accounts Manager for Real Asset Management.
Prior to joining Real Asset Management, Trudie was the Trust Account Manager with the FAL Property Group. Previous to this, Trudie has held positions at Leda Commercial Properties and Retail First Pty Ltd.
A specialist in MRi Accounting and Lease Administration software, Trudie has extensive experience in all areas of property accounting and credit control.
Dominic is an Assistant Accountant for Real Asset Management.
Dominic holds a Bachelor of Business majoring in Accounting from Queensland University of Technology and is currently studying towards becoming a Certified Practising Accountant (CPA) in Australia.