Finance Master student at the University of Western Australia with over 8 years of hands-on experience in personal investment, portfolio construction and management.I have built up solid analytical skills and in-depth product knowledge across all investment instruments.I have passed CFA level 1 & 2 with the top 10% position which showcased my financial knowledge.I started my family trust portfolio 6 years ago and achieved an annual return of 26%.My prior experiences as a ward coordinator in Hospital also trained me to be an excellent communicator and perform well under stress.Skills and Specialities:- Investments, Investment Analysis, Asset Allocation, Financial Analysis, Analytical Skills, Reasoning Skills, Quantitative Aptitude, Detail Oriented.Connect with me on LinkedIn or reach out at linzhuowen1@gmail.com
Bell Potter Securities
View- Website:
- bellpotter.com.au
- Employees:
- 538
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Dealer AssistantBell Potter SecuritiesPerth, Wa, Au -
Associate Investment AdvisorBell Potter Securities Aug 2023 - Present -
Dealer AssistantBell Potter Securities Oct 2021 - PresentPerth, Western Australia, Australia -
Investment AnalystSelf-Employed Jul 2014 - Present· Fund under management exceeding 1.5m. · Developed and maintained strategic asset allocation strategies in diversifying investments in stocks, bonds, commodities, REITs and other low risky derivatives.· Adopted alpha-seeking strategy in Australia & Hong Kong market and made investment decisions based on tremendous industry research and equity research reports to screen good underlying.· Analyzed due diligence, including an organizational chart, half year’s management report, cost… Show more · Fund under management exceeding 1.5m. · Developed and maintained strategic asset allocation strategies in diversifying investments in stocks, bonds, commodities, REITs and other low risky derivatives.· Adopted alpha-seeking strategy in Australia & Hong Kong market and made investment decisions based on tremendous industry research and equity research reports to screen good underlying.· Analyzed due diligence, including an organizational chart, half year’s management report, cost and revenue breakdown, industry development, supply chain analysis, company’s strategic planning. Achievements:· Achieved steady increments with a growth rate of 26% annually, and 300% total return since inception.· Accumulated hands-on research experience including supply chain, value chain, transaction method, capital investment, ongoing merger and acquisition project and government policies. Show less
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Academic Tutor (Finance)Joy Midheaven International Student Service Centre (Jmissc) Feb 2021 - PresentI was responsible for academic teaching activity, directly interact with students.· Taught 4 financial units across the undergraduate and postgraduate levels.· Streamlined existing analytical model and proved it to be more efficient for understanding in 3 financial units. -
Registered Nurse (Ward Coordinator)East Metropolitan Health Service Feb 2015 - Apr 2021Managed ward bed flow for a 26-beds wardLed multidisciplinary meetings daily to achieve optimal treatment plans for patientsResponded to emergency calls when occurred such as medical emergency and aggressive situationsImproved fall prevention strategy through data collection and data analysisDemonstrated ability to work under pressure and liaise effectively with internal and external stakeholders at all levels -
Business Analyst/Investment AnalystZhejiang Ozleida Investment And Management Co., Ltd Jun 2018 - Feb 2020Hangzhou, Zhejiang, ChinaFUM exceeding 10 million RMBManagement of requests and issues in relation to third-party platforms (incl. Amazon, Alibaba)Handling internal and external data (includes both raw data collection and broader analysis)Assisting the Business Owner in the management and implementation of investment projectsProactively communicate with key stakeholders to understand requirements and priorities and manage their expectations accordingly with regular and timely updatesConstantly be on… Show more FUM exceeding 10 million RMBManagement of requests and issues in relation to third-party platforms (incl. Amazon, Alibaba)Handling internal and external data (includes both raw data collection and broader analysis)Assisting the Business Owner in the management and implementation of investment projectsProactively communicate with key stakeholders to understand requirements and priorities and manage their expectations accordingly with regular and timely updatesConstantly be on the lookout for Investment opportunities in real business and real estate. Show less
Leo Lin,Cfa Education Details
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Financial Planning -
Wam:87.5 -
Bachelor Of Science - Bs
Frequently Asked Questions about Leo Lin,Cfa
What company does Leo Lin,Cfa work for?
Leo Lin,Cfa works for Bell Potter Securities
What is Leo Lin,Cfa's role at the current company?
Leo Lin,Cfa's current role is Dealer assistant.
What schools did Leo Lin,Cfa attend?
Leo Lin,Cfa attended Kaplan Professional, The University Of Western Australia, Curtin University.
Who are Leo Lin,Cfa's colleagues?
Leo Lin,Cfa's colleagues are Greg Mcpherson, Gisela J., Christopher Mathews, Julie Davison, Dan Kirton, Stuart Howe, Geoffrey Oaten.
Not the Leo Lin,Cfa you were looking for?
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Jia Liang (Leo) Lin, CFA
Brooklyn, Ny
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