Penny Tao, Cfa
About Penny Tao, Cfa
Penny Tao is an Executive Relationship Manager at HSBC and a Director of Private Capital at MaxCap Group, both based in Melbourne, Australia. She has over 18 years of experience in the finance industry, primarily with HSBC, where she held various managerial positions.
Work at HSBC
Penny Tao has a significant tenure at HSBC, spanning from 2004 to 2022. She began her career as a Management Trainee in Shanghai City, China, where she worked for two years. Following this role, she served as the Department Head of Direct Sales Force for another two years. In 2008, she transitioned to Melbourne, Australia, where she held positions as Premier Relationship Manager and Premier Investment Relationship Manager until 2012. From 2012 to 2022, she worked as Branch Manager in Melbourne, overseeing branch operations for a decade. Her extensive experience at HSBC laid a strong foundation for her subsequent roles in the financial sector.
Current Role at MaxCap Group
Since 2023, Penny Tao has been serving as Director of Private Capital at MaxCap Group in Melbourne, Victoria, Australia. In this role, she is responsible for managing private capital investments and developing strategic relationships within the financial industry. Her transition to MaxCap Group marks a new chapter in her career, leveraging her extensive experience in banking and finance.
Education and Expertise
Penny Tao holds dual Bachelor's degrees in Finance and Laws (LLB) from Shanghai Jiao Tong University, where she studied from 2000 to 2004. Additionally, she completed her RG146 compliance in Financial Planning at Kaplan Australia in 2010. She is also a Chartered Financial Analyst (CFA), having achieved this designation through the CFA Institute. Her educational background provides a robust foundation for her expertise in finance, investment, and financial planning.
Professional Development
Throughout her career, Penny Tao has engaged in various professional development activities. She completed her RG146 compliance in Financial Planning in 2010, which includes knowledge in managed investments, superannuation, and life insurance. This training complements her extensive experience in relationship management and investment, enhancing her capabilities in the financial services sector.