Bee Wealth Management Logo



  1. We respect your privacy


  • ABC Fund Management Pty Ltd(AFM abbreviated) respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information.
  • “Personal information” is information we hold which is identifiable as being about you.
  1. Collection of personal information


  • AFM will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.
  • You may provide basic information such as your name, phone number, address and email address to enable us to send information, provide updates and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, when you provide information about your personal or business affairs, change your content or email preference, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.
  • Additionally, we may also collect any other information you provide while interacting with us.
  1. How we collect your personal information


  • AFM  collects personal information from you in a variety of ways, including when you interact with us electronically or in person, when you access our website and when we provide our services to you. We may receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.
  1. Use of your personal information


  • AFM  may use personal information collected from you to provide you with information, updates and our services. We may also make you aware of new and additional products, services and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.
  • AFM may contact you by a variety of measures including, but not limited to telephone, email, sms or mail.
  1. Disclosure of your personal information


  • We may disclose your personal information to any of our employees, officers, insurers, professional advisers, agents, suppliers or subcontractors insofar as reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services.
  • We may from time to time need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, in the course of a legal proceeding or in response to a law enforcement agency request.
  • We may also use your personal information to protect the copyright, trademarks, legal rights, property or safety of AFM, ……, its customers or third parties.
  • Information that we collect may from time to time be stored, processed in or transferred between parties located in countries outside of Australia.
  • If there is a change of control in our business or a sale or transfer of business assets, we reserve the right to transfer to the extent permissible at law our user databases, together with any personal information and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement to maintain confidentiality. We would seek to only disclose information in good faith and where required by any of the above circumstances.
  • By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follow this Policy regarding handling your personal information.
  1. Security of your personal information


  • AFM is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.
  • The transmission and exchange of information is carried out at your own risk. We cannot guarantee the security of any information that you transmit to us, or receive from us. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that personal information that we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.
  1. Access to your personal information


  • You may request details of personal information that we hold about you in accordance with the provisions of the Privacy Act 1988 (Cth). A small administrative fee may be payable for the provision of information. If you would like a copy of the information, which we hold about you or believe that any information we hold on you is inaccurate, out of date, incomplete, irrelevant or misleading, please email us at [email protected].
  • We reserve the right to refuse to provide you with information that we hold about you, in certain circumstances set out in the Privacy Act.
  1. Complaints about privacy


  • If you have any complaints about our privacy practises, please feel free to send in details of your complaints to Level 8, 56 Pitt St, Sydney, New South Wales, 2000. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.
  1. Changes to Privacy Policy


  • Please be aware that we may change this Privacy Policy in the future. We may modify this Policy at any time, in our sole discretion and all modifications will be effective immediately upon our posting of the modifications on our website or notice board. Please check back from time to time to review our Privacy Policy.
  1. Website

  • When you visit our website

          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.

  • Cookies

         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.


  • Third party sites

         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.


The information provided on this website is general in nature only and does not constitute personal financial advice, not an offer or invitation for subscription or purchase or a recommendation with respect to any security in AFM. The information should not be considered financial product advice. It is not intended to be used as the basis for making an investment decision. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Persons considering action on the basis of information on this website are to contact their financial adviser for individual advice in the light of their particular circumstances. Past performance is not a reliable indication of future performance.

As all care is taken in the preparation of the information and published materials on this site,  AFM does not make any representations or give any warranties about its accuracy, reliability, completeness or suitability for any particular purpose. AFM and its related bodies corporate, its directors, employees and agents disclaim all liability to any person relying on the information contained on this website in respect of any loss or damage (including indirect or consequential damages) or costs which might be incurred as a result of the information being inaccurate or incomplete in any way and for any reason. Any projections contained in any documents or communication posted on this website are estimates only and may not be realised in the future. We recommend that you seek independent advice and ensure fully understand the risks involved.

Mr. David Zhang – 助理分析师 (澳股+美股)


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。








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。