As the most senior member of our Technical Adviser team, Hao plays a pivotal role in the development and delivery of our strategic financial plans to Empire clients.
Hao’s role is dedicated to complementing our adviser team with detailed financial modelling for our clients. This entails the meticulous preparation of strategy and advice documents, ensuring that each client receives tailored solutions aligned with their unique goals.
As part of the end-to-end management of advice services to our clients, Hao is responsible for product research, needs analysis and compliance in portfolios such as investment, superannuation, insurance and retirement planning.
He has a strong foundation and understanding of complex GESB West State and Gold State considerations, Self Managed Superannuation Funds, implementing significant investment portfolios as well as tax and regulatory implications.
Prior to joining Empire, Hao developed his skill set through roles at two large corporate financial planning firms in Perth. He also served as a trainee investment analyst for a fund management company in Vietnam, a role that contributed to his eye for detail and understanding of complex financial models. Driven by a passion for comprehensive advisory, Hao sought a new chapter in his career by joining a boutique financial planning team like Empire, dedicated to holistic guidance for individual and family clients.
Hao’s academic credentials mirror his dedication to the world of finance. Hao holds a Bachelor of Business as well as a Master of Applied of Finance from the University of Western Australia.