Client Services & Business Administration Team
Y. Yong Quek, CEO & Executive Director
B E Civil (Hons) MBA CPA MAICD
Yong co-founded Prime Value in early 1998. As CEO and director, Yong has responsibility for overall business strategy and investment outcomes. Yong is also Managing Director & Chief Investment Officer of Shakespeare Property Group, managing a portfolio of commercial properties. Prior to founding Prime Value and Shakespeare Property Group, Yong was the Assistant Treasurer of Western Mining Corporation (WMC) Limited and a director of the WMC Superannuation Fund.
Yong has held various senior finance and treasury positions with Shell Australia Limited and the Australian Wheat Board. Yong is a director of a number of private companies. He is a member of the Australian Institute of Company Directors and the Australian Society of Certified Practicing Accountants. Yong has more than 25 years of investment and risk management experience.
David Glascott, Head of Retail Distribution
David joined Prime Value in June 2015 as Head of Retail Distribution and is responsible for the strategic direction of the retail business for Prime Value. This involves positioning the Company and Funds with Intermediaries as well as responsibility for day to day interaction and marketing of Funds to the Financial Planning industry.
David has more than 20 years’ experience in the Financial Services industry having previously worked in Sales, Marketing and Management roles with NAB, Macquarie Bank and Merrill Lynch.
Cassandra Deane, Investor Relations Executive & Executive Assistant to the CEO
Cassandra is responsible for client service along with operational and general administration matters. She also manages the Prime Value office. Prior to joining Prime Value in 2016, she was Personal Assistant to a Specialist at King’s College London University in the UK and has had over 10 years of customer service and administration experience in a variety of industries in both the UK and Australia.
Serena Shi, Client Services Executive
B Com (Accounting)
Serena manages the client database and is responsible for client administration and services. Prior to joining Prime Value in 2016, she was a Senior Officer in ANZ Global Markets. Serena has over 8 years of experience in the banking industry and holds a Bachelor degree in Commerce (Accounting).
Julie Abbott, Client Services Executive (Part-time)
Julie manages the client database and is responsible for client administration and services. Prior to joining Prime Value in 2005, Julie worked for WMC and Macquarie Bank in various client service roles.
Wayne Morrissey, Financial Controller
B Bus (Accounting) CA
Wayne joined Prime Value in 2005 and his responsibilities include financial and management accounting, administration and compliance for the Group. He oversees a team that is responsible for unit pricing, unit registry, trade processing, accounting and taxation.
Wayne has more than 20 years of operational experience in the funds management industry. Prior to joining Prime Value, he was investment administration manager at HSBC Asset Management (Australia) Limited, responsible for trade processing, accounting and reporting for all the managed funds. His previous roles include operations manager of Norwich Trusts Limited and the accounting and taxation manager at Portfolio Partners.
Catherine Law, Company Secretary
Catherine is the company secretary of Prime Value, and assists in legal matters and business development. Prior to joining Prime Value in 2002, she was an associate of a legal firm in Melbourne. She is a director of Shakespeare Property Group and a number of private companies. Catherine has more than 20 years of investment experience.
Sy Cheau Law, Manager Finance and Administration
B Sc (Hons) M Sc ASIA
Sy Cheau is responsible for the finance and administration function of Prime Value. She also provides assistance to the investment team in analysing biotech stocks. Prior to joining Prime Value in 1998, Sy Cheau worked as a research scientist at Hong Kong University. She completed a Graduate Diploma in Applied Finance and Investment in 2001 and is a member of the Securities Institute of Australia. Sy Cheau is a director of Shakespeare Property Group and a number of private companies.
Anne Wong, Group Accountant
B Econ (Accounting) CPA
Anne is responsible for the accounting and taxation function of Prime Value and Shakespeare Property Group. Prior to joining Prime Value in early 2001, Anne worked as the investment accountant for Shell Australia Superannuation Fund, Shell Australia Contributory Pension Fund and Shell Coals Fund. She has held a number of accounting positions in Coles-Myer and Ernst & Young. Anne has more than 25 years accounting experience in the investment industry.
Rachel Koh, Financial Accountant
B Comm (Accounting & Finance), CPA
Rachel joined Prime Value in 2012 and her responsibilities include the accounting and taxation function of the Prime Value Funds, unit pricing and special projects. Prior to joining Prime Value, she worked as a tax consultant in Melbourne and as a company auditor in PwC Malaysia. She is close to completing her CFA qualifications.
Ganesh Sivakumar, Fund Accountant
B Sc (Computer), Grad Dip Bus Mgmt, M Prof Acc, CPA
Ganesh joined Prime Value in 2005 and is responsible for accounting for Prime Value Funds and property funds. His previous work includes system development and accounting work for a major software and system developer in Sri Lanka.