When you come to our website, we may collect certain information such as browser type, operating system, website visited immediately before coming to our site, etc. This information is used in an aggregated manner to analyse how people use our site, such that we can improve our service.
We may from time to time use cookies on our website. Cookies are very small files which a website uses to identify you when you come back to the site and to store details about your use of the site. Cookies are not malicious programs that access or damage your computer. Most web browsers automatically accept cookies but you can choose to reject cookies by changing your browser settings. However, this may prevent you from taking full advantage of our website. Our website may from time to time use cookies to analyses website traffic and help us provide a better website visitor experience. In addition, cookies may be used to serve relevant ads to website visitors through third party services such as Google
Adwords. These ads may appear on this website or other websites you visit.
Our site may from time to time have links to other websites not owned or controlled by us. These links are meant for your convenience only. Links to third party websites do not constitute sponsorship or endorsement or approval of these websites. Please be aware that AFM is not responsible for the privacy practises of other such websites. We encourage our users to be aware, when they leave our website, to read the privacy statements of each and every website that collects personal identifiable information.
This website is owned and operated by ABC Fund Management Pty Ltd (ACN: 153248956) trading as Bee Wealth Management, for its services (referred to as “AFM”, “we” or “us”).
AFM is registered in Australia at Suite 805, 56 Pitt Street, Sydney NSW 2000, and holds an Australian Financial Services License issued by the Australian Securities and Investments Commission (AFSL No: 420225) to carry on a financial services business in Australia.
The information contained on this website is general in nature and does not constitute advice or a recommendation to act upon the information or an offer. The information on this website does not take into account your personal objectives, circumstances, financial situations or needs. You are strongly recommended to seek independent professional advice before acquiring our services/products.
Neither AFM nor any other person makes any representation or warranty that any statement, representation, projection or forecast is true, complete or accurate or otherwise as to the quality, accuracy, completeness, or fitness for purpose of any content on the website (including any website or page linked to it). AFM is not liable for any loss or damage however caused resulting from the use of this website (including any website or page linked to it). This website is constantly subject to change and may not be up to date or accurate as of the date that a person looks at it and thus it may contain technical inaccuracies or typographical or material errors.
This website may contain references or links to other sites. AFM does not necessarily sponsor, endorse, or approve of any material on such sites or the operations of such sites and makes no warranties or representations regarding those sites.
This website is intended for persons located within Australia only and is not directed at any person in countries or jurisdictions where the offer of such financial products is not permitted or is unlawful.
All the information on this website is directed and available to only wholesale clients under Section 761G and Section 761GA of the Corporations Act 2001 (Cth). Such information is not directed and is not suitable for retail clients. If you are unsure if you are a wholesale client, please contact us.
Before you decide whether or not to invest any products referred to on this website, it is important for you to read the relevant disclosure statements or other offer document and ensure that you fully understand the risks involved.
Mr. David Zhang – 助理分析师 (澳股+美股)
是蜜蜂财富的助理分析师,拥有墨尔本大学数学学士学位和悉尼大学数据分析硕士学位。主要负责CRM数据搭建和分析以及股票证券市场研究与分析。
Miss. Nancy Wang– 助理分析师 (澳股+美股)
蜜蜂财富的助理分析师Nancy Wang,负责协助股票和基金投资分析。有3年以上全球股票市场投资研究分析工作经验。Nancy毕业于青岛大学和阿德莱德大学,获得金融与会计专业硕士学位,持有澳洲证券与基金管理资格证书。
Mr. Allen Zhang –风控合规官
蜜蜂财富的财务总监及合规官Allen ,主要负责合规,风险控制及财务核算。Allen 2005年毕业于悉尼大学, 此前毕业于厦门大学会计系。Allen现持有澳洲注册会计师资格,拥有10多年的合规,财务、税务管理经验。
Mr. Warwick Petschack – 投资顾问
Warwick Petschack 先生是澳洲股权和投资专家,蜜蜂财富的高级顾问。 他在澳大利亚投资了 30 多个项目,管理过5.1 亿澳元资产。
Ms. Susan Chi – 持牌人
Susan Chi是澳大利亚高级理财规划师和投资顾问。 她在澳洲金融规划和资金管理交易方面拥有超过 10 年的经验。她拥有澳大利亚的商业硕士学位,并在中国获得双学位。涉及管理资金超过数亿澳元。
按照投资者的个人情况:诸如投资期限和风险承受能力,客户行业偏好,等等,我们完成针对不同投资者的投资组合,目标收益也会发生相应变化。比如:目标年化收益从10%到30%+不等。
客户可以随时登陆网页和手机APP,查看、监管自己股票账户的资产净值,投资组合,交易记录,收益表现等。
蜜蜂财富管理业务全程监管,和澳洲领先的券商、保管商、经纪商无缝对接,确保客户的资金资产独立并受到监管。客户资金直接存入资产保管商为客户开通的客户本人实名账户,资金属于客户所有,未经客户授权,任何人无法挪用。
蜜蜂财富采用当前全球流行的全托管资产管理模式(TAMP),为客户提供专业,透明, 安全,多样,一站式财富管理解决方案。投资顾问将在客户授权范围内进行证券账户的日常交易操作,客户拥有账户的所有权、控制权和收益权,可实时查看、监管该账户的资产资金状态以及所有交易记录。