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Alice Gu

Client Services Manager | Melbourne

About Alice

Alice Gu joined the Inovayt team in 2021 as Client Services Manager.

Alice started working in paraplanning in 2015. She worked as Client Services Officer for Smart Financial Advisory for one year and then went on to work for KRA Wealth Management for another two and a half years. Alice looks forward to providing her clients with the highest level of customer service and dedication.

Qualifications

  • Bachelor Degree in Business Administration, China Huaqiao University
  • Master Degree in Business Finance, York University UK

Achievements

  • ACCA – Association Chartered Certified Accountants
  • RG 146
alice gu

About Alice

Alice Gu joined the Inovayt team in 2021 as Client Services Manager.

Alice started working in paraplanning in 2015. She worked as Client Services Officer for Smart Financial Advisory for one year and then went on to work for KRA Wealth Management for another two and a half years. Alice looks forward to providing her clients with the highest level of customer service and dedication.

Qualifications

  • Bachelor Degree in Business Administration, China Huaqiao University
  • Master Degree in Business Finance, York University UK

Achievements

  • ACCA – Association Chartered Certified Accountants
  • RG 146
alice gu

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