Scarlet Fung
Executive Director,
Financial Adviser
Direct:
(02) 9775 2090(02) 9775 2090
My Mission Statement
Genuine client relationships focused on delivering meaningful advice and outcomes
My Story and Services
After completing my undergraduate degree in Social Sciences, I spent 12 years working for one of the global oil majors in Hong Kong, Sydney and Melbourne. As I progressed my way up in the oil industry, I increasingly felt pulled to a career in finance. Growing up in a major financial centre (Hong Kong), and from a family which is active in investing, I was always fascinated by the dynamic and practical aspects of a career in financial services.
With great determination, I decided to change direction, leaving my then senior position to take up an entry level position at a stockbroking firm. I understood that to progress further, I would need to further my knowledge and so I set about completing a Master’s of Applied Finance and a diploma of Financial Planning.
In the two decades since then, I’ve developed a strict investing ethos that addresses my clients’ needs for capital protection. My investing approach is focused on identifying potential upside while managing downside risk.
I combine my knowledge and decades of experience with the global resources of Morgan Stanley to address the needs of Asian and Australian high net worth individuals and families.
I’m proud to be recognised on Barron’s list of Australia’s Top Financial Advisers for six consecutive years since 2020.
With great determination, I decided to change direction, leaving my then senior position to take up an entry level position at a stockbroking firm. I understood that to progress further, I would need to further my knowledge and so I set about completing a Master’s of Applied Finance and a diploma of Financial Planning.
In the two decades since then, I’ve developed a strict investing ethos that addresses my clients’ needs for capital protection. My investing approach is focused on identifying potential upside while managing downside risk.
I combine my knowledge and decades of experience with the global resources of Morgan Stanley to address the needs of Asian and Australian high net worth individuals and families.
I’m proud to be recognised on Barron’s list of Australia’s Top Financial Advisers for six consecutive years since 2020.
Services Include
- Significant Investor Visa (SIV) Investing
- Strategic Asset Allocation
- High Net Worth Family Wealth Management
- Global Asset Allocation and Portfolio Management
- Asset Structuring
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
My clients include senior executives, high net worth families, professionals, business entrepreneurs, self-funded retirees and Asian SIV (Significant Investor Visa) migrants.
I intentionally limit the number of clients that I work with. It’s important to me that I’m available to them and I’m able to dedicate time to their needs. I believe that truly understanding my clients’ underlying needs and motivations; what they are passionate about and what fulfils them; is critical to providing value over the long term.
A key focus for me is being there for clients when the market overshoots or undershoots. It is during times of market volatility that clients are tempted to make financial decisions which are not aligned with their long-term objectives and are not likely to provide the best outcomes. Supporting clients during periods of uncertainty is one of the most valuable services I provide.
To achieve the right balance between capital growth and capital protection, I take the time to understand my clients and what they are trying to achieve from both a personal and financial perspective.
I intentionally limit the number of clients that I work with. It’s important to me that I’m available to them and I’m able to dedicate time to their needs. I believe that truly understanding my clients’ underlying needs and motivations; what they are passionate about and what fulfils them; is critical to providing value over the long term.
A key focus for me is being there for clients when the market overshoots or undershoots. It is during times of market volatility that clients are tempted to make financial decisions which are not aligned with their long-term objectives and are not likely to provide the best outcomes. Supporting clients during periods of uncertainty is one of the most valuable services I provide.
To achieve the right balance between capital growth and capital protection, I take the time to understand my clients and what they are trying to achieve from both a personal and financial perspective.
I hold a Bachelor of Social Sciences (majoring in management studies), a Diploma of Financial Planning and a Master's of Applied Finance.
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2090(02) 9775 2090
Wealth Management
Global Investment Office
Portfolio Insights
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Ready to start a conversation? Contact Scarlet Fung today.
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The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.