Cathy Zhang

Senior Relationship Manager

Languages: English, Mandarin

Industry Experience: 17 years

ABOUT ME

Ms Cathy Zhang joined Phillip Securities in 2010. With over a decade of experience in the financial industry, she holds the Certified Financial Planner (CFP®) designation. Cathy specialises in serving High Net Worth Individuals, with a strong focus on capital growth and income generation strategies. Her areas of expertise include managed accounts, corporate bonds, mutual funds, and private funds, among other investment solutions. She is an Achiever of the prestigious Million Dollar Round Table (MDRT) and has won top performer award among 10 Phillip Investor Centres in 2020, 2023 and 2024.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Million Dollar Round Table (MDRT)
    (2025)
  • Best PIC
    (2024)
  • Best PIC
    (2023)
  • Best Managed Account
    (2020)
  • Best PIC
    (2020)

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PROMOTIONS

 
 
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