- Board of Directors
- Investment Management Team
- BDM and Clients Services Team
- Business Administration and Operations Team
BDM and Clients Services 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 & CIO 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.
Andrew Russell, Relationship and Marketing Manager
Andrew manages our key client relationships and marketing activities throughout Australia. He is responsible for communicating the various investment characteristics of the Prime Value investment options and working with our retail, wholesale and institutional clients to provide tailored investment solutions to meet their needs. Andrew has over 25 years of experience in client services, sales and marketing – both in business and not for profit organisations. Andrew also spent 10 years working in Financial Services for one of Australia’s leading wealth creation companies. Andrew holds a Bachelor of Business in Management from the University of Queensland and is currently completing a Masters in Leadership.
Daniel Leong, Head – International Investor Relations
BEcon (Hons), Dip FinPl
Daniel is responsible for our growing Asian investor relations. Daniel’s experience spans 35 years in financial services working both domestically and offshore in private banking and portfolio management. Since immigrating 14 years ago from Malaysia, he had worked in ANZ Bank as a Senior Private Banker where he managed and serviced both local and international high networth clients providing tailored financial and investment solutions. He has vast and considerable experience in retail & private banking, investments and portfolio management. He also understands multi-shore and international jurisdiction of banking, equities and investment markets. His focus is in helping migrants transition into Australia and also guiding investors on investment solutions, including those seeking Significant Investor Visa (SIV). Daniel previously held senior positions as Executive Director of two largest local stockbroking companies in Malaysia, which are wholly-owned subsidiaries of listed companies on the Kuala Lumpur Stock Exchange.
Henry Song, Business Development Manager
BSc. (Hons) UK, IFC Business Administration
Henry started with Prime Value in 2017 and he identifies market opportunities and advises on the development, coordination and implementation of plans for pricing and promoting the firm’s funds and services to target clients. Henry has considerable and successful track record in international banking experience; working with Citibank and ANZ in Australia, China and Hong Kong.
Brittany Shazell, Investor Relations Executive & Executive Assistant to the CEO
B Arts (Event Management)
Brittany is the Executive Assistant to the CEO and is responsible for investor relations along with operational and administration matters. Prior to joining Prime Value, Brittany has experience providing executive support globally and managing events.
Riza Crisostomo, Client Services Manager
Riza has over 10 years’ experience as a team coach working in unit registry and in the financial services industry operations, service, superannuation, investments, insurance and wrap platforms. Riza is passionate in giving the best service, introducing innovation, streamlining and automating processes to give our clients/investors the best experience dealing with us. Riza also believes in the power of communication, engagement and a unifying purpose to achieve amazing outcomes within the business.
Julie Abbott, Client Services Executive
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.
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).
Dora Grieve, Client Services Officer
Dora has an extensive customer service background with over 15 years of experience globally. She is responsible for client administration and assists with the smooth running of the office. After moving to Australia and prior to joining Prime Value, Dora worked for Colliers International and UNSW Global, in Sydney.
Olivia Quah – Principal Consultant – South East Asia
Bsc. of Science, Computational Mathematics, University of Science, Malaysia
Olivia has total of 18 years in-depth experience in business development, intelligence and equipped with a global portfolio dealing with international and ASEAN markets. Prior to joining Prime Value, she worked for Victoria State Government, Skilled and Business Migration Department as Significant Investment Migration Director, South East Asia and an Australian wealth management firm, Real Asset Management Group. Olivia speaks fluent English, Mandarin, Cantonese and Bahasa Melayu.
Daizi Zheng – Client Services Executive
Coming from an arts management background, Daizi with her multi-lingual skills manages the client database and is responsible for client administration and services with a particular focus on the Asia market. Prior to joining Prime Value, Daizi worked for Sotheby’s, Bayside City Council and Heide Museum of Modern Art.