Directors

Directors

Simon Wu

Executive Chairman

Chief Investment Strategist

JP, B.A.(Accounting & Finance), B.Leg.S., MBA (AGSM), GAICD, Dip FP, FCPA (FPS), CFP, FFPA, SA Fin, FTIA

Simon is a seasoned veteran with over 25 years experience in the funds management and finance industries. Having worked at BT Funds Management as an investment manager in the 1980's, Simon then moved to establish an accounting and management consulting firm, and subsequently a financial planning practice.

He is the founding chairman of Premium Wealth Management (a boutique dealer group which consists of 24 firms on the east coast of Australia with over AUD2 billion in assets under management). Simon has been publishing articles on tax, accounting, finance and investment for the past 20 years in many Chinese newspapers and magazines.

He also hosts his own Chinese talk-back radio show discussing finance and investment matters for 17 years.

Directors

Dean Groundwater

Director

B.Com.(UNSW)(Accounting & Finance), LL.M.(UNSW)

Dean has a wide range of expertise in many areas of finance, including commercial law and compliance.

Dean has held positions at PricewaterhouseCoopers in Sydney in their business services, taxation and insolvency divisions (1988-1994). After that, he was the assistant to the Company Secretary at Bank of American in Sydney, where he gained experience in secretariat as well as compliance work for a large enterprise (1995). In late 1995, he joined Warren McKeon Dickson, where he was admitted as a partner in 1996.

Dean brings his wealth of expertise in providing legal advice to companies and businesses, contract law, commercial leasing, banking and finance transactions as well as practice management, expansion and acquisitions.

Directors

Jonathan Wu

Executive Director

Head of Distribution & Operations

State Manager: Victoria (VIC), South Australia (SA) and Tasmania (TAS)
JP, B.Com.(USYD)(Accounting & Commercial Law), CPA(FPS), Dip.FS(Financial Planning), AFP(FPA), AChFP, AFA, Cert IV FMB

Jonathan is the Executive Director and Head of Distribution and Operations at Premium China Funds Management. Jonathan holds a Bachelors of Commerce from the University of Sydney, majoring in accounting and commercial law, a Diploma of Financial Services in Financial Planning as well as being a Certified Practicing Accountant (CPA) with financial planning specialist designations (FPS). He has completed the Global Executive MBA at the University of Sydney (Voted No. 1 EMBA in Australia for 2013 by AFR/Boss Magazine). He is also an Associate Chartered Financial Practitioner with the Association of Financial Advisers. Before joining Premium China Funds Management, he was a trainee analyst at Global Value Investors, doing international equity models as well as analysis. He was also previously a research assistant for Investors Mutual Limited, looking after their investment research database. Jonathan also holds an Associate Financial Planner status with the Financial Planning Association of Australia.

Jonathan has just released the fourth edition of his first book "Asia: The New Investment Paradigm", which explores Asia as an investment destination.

Jonathan was named the 2013 Young Achiever of the Year by Money Management to acknowledge his passion for, and accomplishments within the industry over the last decade. Jonathan also won the 2011 BDM of the Year award by Money Management/Lonsec (NSW/ACT) in recognition of his outstanding service and value added to financial planners and researchers alike in the region and country. He currently looks after 100 dealer groups across Australia covering both small dealers to large institutional clients.

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