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
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
General Insurance
With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Other Specialties
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
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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