Terence joined Providentia Wealth Management Ltd in 2015. He is responsible for the preparation of client accounts for corporate, trust and fund structures. In addition, he is also involved in wealth structuring, client servicing and client administration.

Prior to joining Providentia Wealth Management, Terence worked in Custody and Investment Operations at United Overseas Bank Ltd (UOB), where he ensured timely processing of client trades and various investment-related corporate actions.

Terence obtained his Bachelor’s Degree in Commerce, Accounting and Finance from Murdoch University in 2015 and has completed the CFA Level I program.