Grace is an experienced financial services professional and has been with Evans and Partners since 2014 when she joined the private wealth team. She now works in operations supporting advisers and associates with account maintenance functions and managing the wholesale register.
Upon graduation Grace started her career as an auditor in Singapore before moving into a risk and compliance role with Merrill Lynch Wealth Management where she worked in various roles including office support officer, client services officer and house adviser in Sydney, Melbourne and Hong Kong. Prior to joining Evans and Partners, Grace spent three years as a client services associate with Morgan Stanley Wealth Management.
Grace has a Bachelor of Business majoring in Economics and Finance from RMIT University and holds RG146 accreditation. She is currently completing a Diploma of Financial Services and is fluent in Mandarin.