CMC MARKETS (Australia)
Jonathen has more than 10 years of experience in the financial market where he started as an advisor in HSBC for private wealth management. He was responsible for speaking in roadshows and seminars to help clients understand the economic situation in response to market changes. The content involves investor psychology and education.
He’s also worked as a sales trader for multinational broker, and once worked in a Fintech stockbroker for institutional business in the Asia Pacific region. He was responsible for providing training to clients involving market analysis and trading strategies.
Jonathen is particularly adept at risk management and cross market portfolio management. He believes in "taking history as a mirror", tends to combine technical analysis with understanding of economic history to analyse market conditions.
Jonathen is fluent in Mandarin, English and Cantonese. He graduated from the University of Melbourne with a Bachelor of Commerce (Finance) and the Royal Melbourne Institute of Technology with a Masters of Professional Accounting.