Peter Xu

B.BUS, ADV.D.FIN. / Director, Business Development

 

Based in Vantage’s Melbourne office and reporting to the Managing Director, Peter is responsible for building relationships and providing strategic direction to assist with the growth of funds under management at Vantage.

Peters role includes a focussing on building and guiding relationships both internally and externally with sales and marketing teams, advisors, wealth managers, migration agents and other distributors of Vantage funds as well as with current and potential Vantage fund investors.

Peter also prepares and delivers presentations in Mandarin to Chinese intermediaries and prospects as well as co-ordinates new investors through the fund application process. Peter also assists with the ongoing communications to Chinese speaking investors in all Vantage funds.

Prior to Vantage, Peter worked as a senior financial planner in premier banking at Commonwealth Bank of Australia and at Westpac Bank’s Premium and Private Banking department. Peter holds a Bachelor of Business, Finance and Professional Finance from Edith Cowen University, Perth Western Australia. Peter is also fluent in Mandarin.