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Meryl Leong

My current role

Private Client Adviser

Region

My background

Private Client Adviser to non-profit entities, and Indigenous Communities. Works closely in partnership with traditional landowners to assist in the governance, administering and investment management of their corpus, at the same time giving careful considerations that are distinctive to each organisation such as their mission and objectives, tax positions and investment mandates.

Part of a team that have significant experience in:
•Long-term planning for endowment funds through cash flow modelling
•Developing sustainable portfolios that focus on specific tax requirements, liquidity constraints, as well as timing of income and expenditures
•Identifying appropriate investment portfolio and asset allocation
•Providing ongoing comprehensive management of investment assets against benchmarks
•Providing detailed and timely reporting to trustees, directors and investment committees
•Developing and reviewing investment policy statements and risk management plans

Biography

Skills in finance - based in Brisbane. Interested in capacity building projects.

Contact	:	Meryl Leong
Phone	:	07 3031 1610
Fax	:	07 3031 1611
Email	:	meryl.leong@sfg.com.au
WWW	:	http://www.yoursite.org.au (N.B. must begin with http://)

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