Director and Principle Financial Planner

ASIC Authorised Representative No. 337606 
Mobile: +61 402 209 697

Email: adam.zhang@gfmanagement.com.au

Mr. Zhang has been providing holistic financial advice for more than 20 years. Adam holds a Master of Economics, a Master of Information Technology, a Bachelor degree of Medicine, an Advanced Diploma of Financial Planning, and a Diploma of Financial Planning. Adam is a member of the Financial Planning Association of Australia (FPA), and an AFP@ practitioner which is a high qualification in the financial planning profession. Adam is also a registered tax (financial) adviser of Australian Government Tax Practitioners Board.

Awards
Westpac National Conference Financial Planner 2014
Westpac National Conference Financial Planner No.1 candidate First Half 2013
Westpac Victoria High performance advanced planner VIC in Q1, Q2, Q3, and Q4 2014
Westpac Victoria High performance advanced planner VIC in Q1, Q2, and Q3 2013
Westpac QuickPlan Champion Vic 2013
No.1 Customer Advocacy Vic Q1 2013
Westpac Victoria Top advanced planner of Insurance Vic 2013
Westpac Victoria Top advanced planner of Insurance Vic 2012
2nd Prize in the Mock ETF Exchange Competition, Shanghai Stock Exchange 2004
Champion of Diversified Share Market Competition, CITIC Securities, 2001
2nd Prize in the Share Market Investment Competition, Sichuan Securities Co., 2001
3rd Prize in the ‘Chengxin Cup’ Direct Share Investment Competition, Chengxin Trust Co., 1998

Business Development Manager

Mobile: +61 456 401 832

Email: bikun.xu@gfmanagement.com.au

Develop a growth strategy focused both on financial gain and customer satisfaction
Conduct research to identify new markets and customer needs
Arrange business meetings with prospective clients
Promote the company’s products/services addressing or predicting clients’ objectives
Prepare sales contracts ensuring adherence to law-established rules and guidelines
Keep records of sales, revenue, invoices etc.
Provide trustworthy feedback and after-sales support

Client Services Manager

Mobile: +61 402 730 816

Email: jessie.feng@gfmanagement.com.au

Jessie joined Global Fortune Management recently and has over 15 years’ experience in the financial services industry.
Prior to joining us, Jessie has extensive experience in banking industry including CBA, Citibank and NAB across retail banking and financial planning sector.
Across her journey in financial services, Jessie has also held positions as a relationship manager, client service officer and client services manager.
As part of these roles been heavily involved in improving business processes, brining efficiencies, and adding value to the advice process.
During her spare time, Jessie enjoys travelling, reading and cooking.

Administration Manager

Karen has intensive knowledge and working experiences as a supply chain specialist under complex business models and multiple systems. Highly trained in data analysing and good at IT solution, excel tools design. An effective communicator with high sense of responsibility and providing creative ideas and solution to all IT/Administration duties.