Veena Singh

Experience

• 

  Westpac Australia

  Jun 1998 - Jan 2009

  Senior Relationship Manager

  11 year career with Westpac.I worked in Various roles such as Home Finance Manager, Business Banking Manager, Branch Manager and Relationship Manager

• 

  Globaleye

  Jul 2010 - May 2017

  Private Wealth Manager at Globaleye

  Having spent 7 years at Globaleye, I have become specialised in many different areas including.. - QROPS = Qualifying Recognised Overseas Pension Scheme- SIPP = Self Invested Pension Plan- QNUPS = Qualifying Non UK Pension Scheme- Personalised financial planning advice- Currency exchange- Tax efficient savings- Education fee planning- Pension planning- Estate planning- QROPs = transferring UK pensions offshore- Life & critical illness insurance- Personal portfolio management- Portfolio bonds- Lump-sum investmentsEstablished in 1999, Globaleye are an independent firm of advisors providing unbiased financial solutions to both Corporate and Private Clients. Our expertise in international financial planning has made us the first choice for over 15,000 Clients worldwide from our head office in Dubai, with further offices in Abu Dhabi, Hong Kong, Singapore, Kuala Lumpur, Geneva and Moscow. Our Wealth Managers are qualified and trained to international standards as determined by the CII and hold FAIQ accreditation, ensuring our Clients are provided with the best impartial advice and service at all levels. Show less

• 

  Holborn Assets LLC

  Jun 2017 - Dec 2020

  ‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’Holborn is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, the Middle East, Asia and Africa.A family owned and operated business, Holborn Assets has over 400 employees worldwide, including 120 financial advisers. Committed to delivering the best possible service, each adviser is trained and qualified to United Kingdom standards with many holding qualifications from the UK’s Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investment (CISI).Holborn’s experienced team of professional advisers specialise in delivering clients quality, independent financial advice and services. Core areas of operation include: Independent Financial Services, Financial Solutions, Financial Planning, Wealth Management, Shariah Wealth, Currency Exchange, Employee Benefits, Management Services, Insurance, Investments, Protection & Insurance, Pensions, Mortgages, Offshore Services, Tax Planning, Will Writing, Pension Transfers, and QROPS.Holborn benefits from appropriate regulation in all their geographical areas of operation and has been operating successfully in the field of investments since 1998. Show less

  • Vice President International Pensions

    Jan 2018 - Dec 2020

  • Senior Associate

    Jun 2017 - Jan 2018
• 

  Kickin'Inn Australia

  Dec 2020 - now

  Managing a team of Accountants, Junior Accountants and Payroll ManagerStrategic financial positionPlanning financial investmentsMaintaining financial position Implementation of brand guidelinesCustomer Service StrategiesBrand Growth

  • Head Of Finance / Innovation

    Jul 2021 - now

  • Head of Operations

    Dec 2020 - Jul 2021