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ASIA CEO COMMUNITY - MEET OUR MEMBER
ASIA CEO COMMUNITY - MEET OUR MEMBER
Donald Soo
ATTENDED OUR EVENT(S)
AUSTRALIA COMMITTEE MEMBER
Founder and CHIEF EXECUTIVE OFFICER
KoiZai Limited and Pyrmont Wealth Management Limited
Donald is a highly experienced licensed adviser in Asia with extensive financial industry experience working in Australia, Singapore and Hong Kong. He has a broad knowledge of ASEAN financial regulations, financial advisory, banking, fund management, private equity, and finance. Before founding Pyrmont Wealth Management, Donald previously held Management positions at Professional Investment Advisory Services Pte Ltd (PIAS) in Singapore, National Australia Bank and Bank of New Zealand Australia.
Donald has a proven technology development history in thinking outside the box and is a problem solver using technologies. In the past, Donald has helped Navigator Investment Platform (Australia) concept and initiated the development of the Aviva NLink Financial Planning and Investment Portfolio management software in 2002 that MLC Australia uses. Also, he developed and digitised the mortgage lending process for the Bank of Zealand Australia in 1995, where the bank was seen as an early adopter in the use of technology to create efficiencies.