With over 15 years of experience in wealth management and investment advisory, Aivy Ngo brings a client-first mindset and a deep understanding of financial markets to her role at LGT Wealth Management. She specialises in developing personalised financial strategies for high-net-worth individuals and families, with a focus on strategic planning, asset allocation, and investment optimisation.
Aivy’s career spans respected institutions including Commonwealth Private, Morgans Financial, and Morgan Stanley. At Commonwealth Private, she was a Private Wealth Manager delivering holistic financial planning and investment advice. Prior to that, she held investment advisory roles at Morgans Financial and Morgan Stanley, where she developed her expertise in portfolio construction and client relationship management.
Aivy holds a Master of Financial Planning from Kaplan Professional and a Bachelor of Business in Economics and Finance from R.M.I.T University. She is also accredited in derivatives, margin lending, and stockbroking, with qualifications from Deakin University, Kaplan Professional, and the Stockbrokers Association of Australia.
