SydneySingaporeHangzhouClark
PTB was founded in 2012, and in response to global trends, it unified its
offices in Sydney, Singapore, and Hangzhou under the name PTB in 2023. Our team consists of idealistic,
vibrant young professionals who have received higher education in both China and Australia. They have a deep
understanding of the culture and society of both countries and are eager to share their knowledge and
ideals. They continuously innovate and forge ahead, committed to providing excellent services to the global
Chinese community along the service line stretching from south to north, from Sydney to Hangzhou.
VISION
Leveraging profound trust and exceptional collaboration, we strive to be leaders
in empowering small and medium businesses and high net worth individuals, pioneering a new chapter in modern
financial services.
MISSION
Based on trust, we work closely with customers, applying comprehensive professional
knowledge and flexibility to provide personalized financial solutions that promote their continuous growth
and success.
VALUES
PROFESSIONALISM: We set goals for ourselves with the highest
professional standards. Our team possesses extensive knowledge and profound experience, committed to
delivering top-quality service.
TRUST: We believe that establishing and maintaining trust
relationships is the foundation of our success, and we always adhere to principles of honesty, fairness, and
transparency.
BINDING: We value the cooperative relationships with our
customers, team members, and the community. We create success together through the sharing of knowledge and
resources.
Our corporate culture is the key to our success and our unique core competitiveness.
Our goal is to create a dynamic, creative, and inclusive work environment to inspire team members' potential
and help them achieve personal and career goals.
Continuous Learning
We encourage our team members to continue learning and developing to meet the changes
in industry development and customer needs. We believe that only through constant learning and improvement
can we provide our customers with the best service.
Democracy
We advocate for an open, equal, and diverse-thinking working environment. Each team
member's voice is valued and every opinion has the opportunity to be heard.
Inclusivity
We value and appreciate different perspectives and experiences. We believe that only
by accepting and respecting differences can we pool wisdom and make the best decisions.
Keeping Up with the Times
We keep pace with the times, adapting and leading industry development trends. What we
fear is not failure, but the inability to keep up with the pace of the times.
Uniqueness
We advocate for our team members to show themselves and bring their unique skills to
the table. We believe that everyone's uniqueness can bring new perspectives and innovative ideas to the
team.
Business Service
Entities Formation and Business Application
Accounting Services
Compliance Services
M&A Consultation
Anti-Money Laundering Consultation
Financial Strategy Consultation
Tax Advisory
Tax Lodgment
Tax Appeals
Audit Support
Tax Structure
Tax Planning
Ruling Applications
Strategic Consulting
Retail, E-commerce & Payments
Real Estate & Construction
Media, Innovation & Web 3.0
Regulated Financial Services
INDIVIDUAL SERVICE SECTOR
Concierge Services
Investment Risk Advisory
Financial Advisory
Insurance
Family Wealth Allocation and Succession
Immigration and Education
Property Purchase
Property Tax Planning
Wealth Management
Investment Structure
Tax Structure
Risk Planning
Exit Mechanisms
Private Banking Wealth Management
Product Recommendations and Management
Corporate Service Sector
Company Registration & Incorporation
Our Service Packages
Corporate Annual Reporting
Singapore Family Office Service Sector
Family Office Set-up
Management and Operation
Penny Tao
Director of Corporate Services
As our Director of Corporate Services, Penny holds an accounting degree from
Macquarie University and brings over 15 years of professional experience, having served as a corporate
services and consulting manager at the renowned Australian firm, Bentley. At PTB, she oversees a myriad
of corporate taxation, accounting, and compliance management tasks, specializing in tax planning for
multinational corporations and company finance and risk control. She is also devoted to wealth
management, family inheritance, and tax planning for high-net-worth families in Australia, successfully
becoming the finance and tax steward for more than 20 ultra-high-net-worth Chinese families in
Australia. With her comprehensive knowledge, rich experience, and efficient and flexible approach, Penny
serves as a reliable consultant for those conducting business or investments in Australia.
Service Items:
Business Service
Company formation
Accounting services
Compliance service
Maggie Yan
Director of Individual Services
With a degree from the University of New South Wales, Maggie leads all personal
and financial services at PTB. As a Responsible Manager of AFSL licenses, she oversees and manages six
Financial Services Licenses (AFSL), demonstrating deep proficiency in the administrative management and
compliance requirements of fund, insurance, and payment licenses. Since 2021, Maggie has also been
managing the overseas business department, dedicated to assisting Chinese clients with investment,
wealth management, and risk management in China and Singapore. Thanks to her comprehensive professional
knowledge and flexible approach to handling matters, Maggie has become a powerful support for Chinese
clients' overseas investment and wealth management.
Service Items:
Concierge Services
Wealth Management
Regulated Financial Services
Shirley Fan
Strategic Advisor
Shirley, a graduate of Shanghai University of Finance and Economics, is a member
of the Chinese Institute of Certified Public Accountants and the Australian Society of Certified
Practicing Accountants. She has worked in the audit department of PwC in both Shanghai and Sydney, where
she specialized in audit certification and internal control consulting for major Chinese listed
companies. She has in-depthKnowledge of audit and compliance management for prominentAustralian
financial services licenses, with her areas of expertise spanning real estate, aviation, shipping,
banking, insurance, and financial services.Additionally, Shirley has experience operating businesses and
has a deep understanding of the operations of private enterprises in both China and Australia. Her
extensive experience enables her to provide comprehensive consulting on financial analysis, risk
management, and corporate internal control management for large private enterprises.
Service Items:
Financial Consulting
Strategic Consulting
Regulated Financial Service
Candice Du
Business Advisor and Tax Consultant
Graduated from the University of Sydney, Candice has been providing comprehensive
business compliance and tax solutions for our clients over the years. She specializes in resolving tax
issues in real estate transactions and mergers and acquisitions, familiar with national and local tax
reviews, international taxation, and transfer pricing planning. Candice is also proficient in corporate
tax structure and reorganization, as well as Capital Gain strategies. As an expert in asset management
and pension, Candice offers tax planning solutions for businesses integrating self-managed super funds.
Service Items:
Business Service
Tax Consultation
