Our Team

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With over two decades of professional experience in the financial industry, Steven's journey began in Singapore, flourishing further upon his return to Australia. His extensive background, including roles at Standard Chartered Bank, CommSec, Citibank, and National Australia Bank, has honed his expertise in portfolio management, investment research, and private wealth advisory. 

In October 2023, Steven's entrepreneurial drive led to the founding of Trusgacy Asset Management. This new venture leverages his vast industry knowledge to craft bespoke wealth management solutions that cater to the unique financial aspirations of each client. Steven’s approach is tailored, thoughtful, and anchored in the belief that true wealth management combines the art of financial science with the warmth of human touch.

Steven holds a Bachelor of Commerce with a double major in Accounting and Finance from the Australian National University, and a Graduate Diploma in Financial Planning.

Fanny is a seasoned finance professional with extensive experience in optimizing financial performance across diverse industries. With a strong background in financial management, Fanny brings a comprehensive understanding of financial principles and practices to her advisory role, assisting clients in navigating complex financial challenges and capitalize growth opportunities.

Fanny's global experience in the APAC region provides her with valuable insights into international markets and economic trends. This enables her to offer informed and strategic guidance to Trusgacy as we explore the market for investment opportunities and maximize returns for our clients.

Fanny holds the Chartered Accountant designation and attained her Bachelor of Commerce with a double major in Accounting and Finance from the Australian National University