LETAX CAPITAL - Letax Capital Partners Pty Ltd is a Corporate Authorised Representative of Channel Finance Pty Ltd AFSL 508485 ABN 89 169 794 450 | P: 1300 24 66 88 (International: + 61 3 8373 6035) | F: + 61 (03) 8373 6036

01

Why us

<strong style='color: #0068b1'>Client first</strong><br>
 Clients are our first priority. We offer personalised solutions that suit client’s unique requirements.

Client first
Clients are our first priority. We offer personalised solutions that suit client’s unique requirements.

<strong style='color: #e31836'>Risk control</strong><br>
Protecting your capital and preventing losses are of utmost importance to us

Risk control
Protecting your capital and preventing losses are of utmost importance to us

<strong style='color: #0068b1'>Experience</strong><br>
Clients will benefit from our combined extensive experience in investment, finance, and wealth management.

Experience
Clients will benefit from our combined extensive experience in investment, finance, and wealth management.

<strong style='color: #e31836'>Deal access</strong><br>
Through our extensive network and contact, we can provide clients with access to unique private investment opportunities.

Deal access
Through our extensive network and contact, we can provide clients with access to unique private investment opportunities.

<strong style='color: #0068b1'>Alternative investments</strong><br>Alternative investments are highly beneficial for client’s investment portfolio and we have strong capability in assessing and selecting alternative investments for clients.

Alternative investments
Alternative investments are highly beneficial for client’s investment portfolio and we have strong capability in assessing and selecting alternative investments for clients.

<strong style='color: #e31836'>Business services</strong><br>
Clients can benefit from a comprehensive range of business services such as tax advice and accounting consulting of LETAX Group, a sister company of Letax Capital.

Business services
Clients can benefit from a comprehensive range of business services such as tax advice and accounting consulting of LETAX Group, a sister company of Letax Capital.

02

What we do

We provide tailored investment solutions to help you grow and protect your wealth

We offer value add services such as tax and accounting consulting
LETAX CAPITAL
LETAX CAPITAL
Our investment services
03

Our investment services

Tailored investment advice : Design and implement bespoke investment solutions that meets your specific objectives and needs
Private investments: Source unique private investment opportunities for clients
Global opportunities: Provide clients with investment opportunities outside of their home countries
Corporate advice: Assist clients with the sale and purchase of businesses
Investment visa programs: Assist clients to invest under Australian Significant investor visa (SIV) and Investor visa (IV) programs.
04

Our strategic partner

04

Our strategic partner

Channel Private brings substantial experience in business advisory, structuring, M&A, and private wealth management in Australia and overseas

Key people

Daniel Le

Daniel Le

CEO & Founder

Daniel Le is a serial entrepreneur and a proactive business, tax and financial advisor. He is also the founder of Letax Group, a Melbourne based boutique business, tax and financial advisory firm, with significant experience advising entrepreneurs and high net worth clients from Australia and ASEAN region. Prior to founding Letax Capital Partners, Daniel had over 10 year financial and tax advisory experience at leading international and boutique professional service firms in Melbourne. He also held CFO post for one of the biggest internet/e-commerce companies in Vietnam, having spent time working in Vietnam and Asia including China, Hong Kong, South Korea and Japan. Daniel is a CA and CPA.

Qualifications

•    Bachelor of Business Administration (majoring in finance and investment) with Distinction, RMIT University Melbourne
•    Master of Business in Accountancy, Victoria University, Melbourne.
•    CPA (Full Member of CPA Australia)
•    Member of Chartered Accountant (CA Australia)
•    Registered Tax Adviser/Agent (Australian Tax Practitioner Board)
•   Awards: RMIT Undergraduate Scholarship (1997-1999) and Victoria University Post Graduate Scholarship (2000-2001)
•    Founder/CEO LetaxGroup

Nam Tran

Nam Tran

Non Executive Director  

Nam Tran has 20 years of experience across the fields of banking, finance, and investment consulting gained at different international financial services firms. Nam holds the Chartered Financial Analyst® designation and is a Chartered Alternative Investment Analyst.

Qualifications

•    Bachelor of Business (Banking and Finance), Monash University
•    Master of Commerce (Accounting), University of Sydney
•    CFA® charterholder, member of CFA Society Melbourne 
•    CAIA charterholder, member of CAIA Australia chapter

 

Stephane Cooper

Stephane Cooper

Special Advisor 

Mr Stephane Cooper has worked for over 22 years in global financial brands with firms such as Citi, Goldman Sachs JBWere, NAB and Morgan Stanley. Mr Cooper has a unique specialisation with regards to Wealth Management in Australia for clients from Asia given his role as Head of SIV and Executive Director at Morgan Stanley. Stephane is recognized as a leading SIV specialist and he and his team built one of Australia’s most respected SIV offerings. His opinions on SIV have been published in the Australian media numerous times.

Stephane has also consulted extensively to Wealth Management firms in Australia advising on areas such as Operations, Compliance and Wealth Management Systems and Platform integrations. He has a deep appreciation on the critical role that technology plays to be able to give effective global advice and access to the world’s best of breed money managers.

Stephane completed an Executive MBA (EMBA) from Melbourne Business School in 2017 and holds a Bachelor of Commerce degree from Monash University. He lives in Melbourne with his wife and young children and has a passion for restoring classic cars.

Qualifications

•    Executive MBA (EMBA), Melbourne Business School
•    Bachelor of Commerce, Monash University 
•    
Founder & CEO, Channel Private

Alan Cullen

Alan Cullen

Special Advisor 

Mr Alan Cullen has had decades of experience in senior positions in the finance industry including CEO of the Australian Finance Conference, Executive Director of Midland Bank’s Merchant bank and CEO of the Australian Bankers’ Association. His advice has been sought by listed and private companies, governments and their agencies and industry associations.

Mr Cullen has also had significant experience in dealing with clients from the ASEAN region as well as Europe, the Unites States and China.

He has advised and collaborated with Governments and Ultra High Net Worth Family Offices in travel, agriculture, dairy, and medicine. He has advised on business plans for establishment and expansion in Australia for commercial and education objectives and negotiated the purchase of the Australian Headquarters for a State Owned Enterprise.

Alan’s business advice has encompassed a wide range of business issues and he has been particularly active in assisting growth businesses of significant scale. His deep relationships with the banks have facilitated productive collaborations providing superior outcomes for clients.

Cherrie Khong

Cherrie Khong

Cherrie works with clients in assisting them with their accounting, tax, and business needs. She also provides advice and support for high-net-worth investors and business owners seeking business, investment and residency opportunities in Australia and South East Asia.

Cherrie assists the CEO with the overall business development of the firm, and has many years of financial services experience working both in Vietnam and Australia. She used to work as Relationship Manager for HSBC Bank in Vietnam, Commonwealth Bank of Australia and as Management Consultant for OCD management-consulting firm in Vietnam.

Tony Nguyen

Tony Nguyen

Business Development Manager/Advisor - Perth (WA)

Tony is a seasoned investment and property advisor with a proven track record in identifying, pursuing, and capitalizing on sales opportunities. He lives in Perth and is in charge of helping our clients with investment and property needs in the WA/Perth property and investment markets.

Whether advising high-net-worth individuals or families, Tony is dedicated to providing personalized investment solutions tailored to meet each client's objectives. With over a decade of experience in the property/investment market, Tony is well-versed in the intricacies of both residential and commercial property markets and enjoys helping clients fulfilling their real estate dreams.

Jessica Dang

Jessica Dang

Business Development Manager - Sydney, Australia

Mrs Jessica Dang provides advices for high-net-worth investors and business owners seeking business and investment opportunities in Australia.

Jessica Dang is a finance and IT professional with expertise in commercial strategy, digital transformation, and global operations in a fast-paced startup company for 13 years. She drives tech and finance transformation initiatives that have taken a technology firm from its infancy to pre-IPOs in Australia. Prior to this, she was a Tech business consultant at Ernst & Young for 2 years. 

Qualifications

  • Bachelor of Economics (major in International Trade), Foreign Trade University
  • Graduate diploma in Business System, RMIT
  • Master in Business (major in IT and finance), RMIT
  • IT product management ceritficate, Pragmatic Institute
05

Comprehensive tax, accounting and business advice from Letax Group

05

Comprehensive tax, accounting and business advice from Letax Group

Clients can benefit from the valuable services provided by Letax Group, a sister company of Letax Capital

Key people

Daniel Le

Daniel Le

CEO & Founder

Daniel Le is a serial entrepreneur and a proactive business, tax and financial advisor. He is also the founder of Letax Group, a Melbourne based boutique business, tax and financial advisory firm, with significant experience advising entrepreneurs and high net worth clients from Australia and ASEAN region. Prior to founding Letax Capital Partners, Daniel had over 10 year financial and tax advisory experience at leading international and boutique professional service firms in Melbourne. He also held CFO post for one of the biggest internet/e-commerce companies in Vietnam, having spent time working in Vietnam and Asia including China, Hong Kong, South Korea and Japan. Daniel is a CA and CPA.

Qualifications

•    Bachelor of Business Administration (majoring in finance and investment) with Distinction, RMIT University Melbourne
•    Master of Business in Accountancy, Victoria University, Melbourne.
•    CPA (Full Member of CPA Australia)
•    Member of Chartered Accountant (CA Australia)
•    Registered Tax Adviser/Agent (Australian Tax Practitioner Board)
•   Awards: RMIT Undergraduate Scholarship (1997-1999) and Victoria University Post Graduate Scholarship (2000-2001)
•    Founder/CEO LetaxGroup

Nam Tran

Nam Tran

Non Executive Director  

Nam Tran has 20 years of experience across the fields of banking, finance, and investment consulting gained at different international financial services firms. Nam holds the Chartered Financial Analyst® designation and is a Chartered Alternative Investment Analyst.

Qualifications

•    Bachelor of Business (Banking and Finance), Monash University
•    Master of Commerce (Accounting), University of Sydney
•    CFA® charterholder, member of CFA Society Melbourne 
•    CAIA charterholder, member of CAIA Australia chapter

 

Stephane Cooper

Stephane Cooper

Special Advisor 

Mr Stephane Cooper has worked for over 22 years in global financial brands with firms such as Citi, Goldman Sachs JBWere, NAB and Morgan Stanley. Mr Cooper has a unique specialisation with regards to Wealth Management in Australia for clients from Asia given his role as Head of SIV and Executive Director at Morgan Stanley. Stephane is recognized as a leading SIV specialist and he and his team built one of Australia’s most respected SIV offerings. His opinions on SIV have been published in the Australian media numerous times.

Stephane has also consulted extensively to Wealth Management firms in Australia advising on areas such as Operations, Compliance and Wealth Management Systems and Platform integrations. He has a deep appreciation on the critical role that technology plays to be able to give effective global advice and access to the world’s best of breed money managers.

Stephane completed an Executive MBA (EMBA) from Melbourne Business School in 2017 and holds a Bachelor of Commerce degree from Monash University. He lives in Melbourne with his wife and young children and has a passion for restoring classic cars.

Qualifications

•    Executive MBA (EMBA), Melbourne Business School
•    Bachelor of Commerce, Monash University 
•    
Founder & CEO, Channel Private

Alan Cullen

Alan Cullen

Special Advisor 

Mr Alan Cullen has had decades of experience in senior positions in the finance industry including CEO of the Australian Finance Conference, Executive Director of Midland Bank’s Merchant bank and CEO of the Australian Bankers’ Association. His advice has been sought by listed and private companies, governments and their agencies and industry associations.

Mr Cullen has also had significant experience in dealing with clients from the ASEAN region as well as Europe, the Unites States and China.

He has advised and collaborated with Governments and Ultra High Net Worth Family Offices in travel, agriculture, dairy, and medicine. He has advised on business plans for establishment and expansion in Australia for commercial and education objectives and negotiated the purchase of the Australian Headquarters for a State Owned Enterprise.

Alan’s business advice has encompassed a wide range of business issues and he has been particularly active in assisting growth businesses of significant scale. His deep relationships with the banks have facilitated productive collaborations providing superior outcomes for clients.

Cherrie Khong

Cherrie Khong

Cherrie works with clients in assisting them with their accounting, tax, and business needs. She also provides advice and support for high-net-worth investors and business owners seeking business, investment and residency opportunities in Australia and South East Asia.

Cherrie assists the CEO with the overall business development of the firm, and has many years of financial services experience working both in Vietnam and Australia. She used to work as Relationship Manager for HSBC Bank in Vietnam, Commonwealth Bank of Australia and as Management Consultant for OCD management-consulting firm in Vietnam.

Tony Nguyen

Tony Nguyen

Business Development Manager/Advisor - Perth (WA)

Tony is a seasoned investment and property advisor with a proven track record in identifying, pursuing, and capitalizing on sales opportunities. He lives in Perth and is in charge of helping our clients with investment and property needs in the WA/Perth property and investment markets.

Whether advising high-net-worth individuals or families, Tony is dedicated to providing personalized investment solutions tailored to meet each client's objectives. With over a decade of experience in the property/investment market, Tony is well-versed in the intricacies of both residential and commercial property markets and enjoys helping clients fulfilling their real estate dreams.

Jessica Dang

Jessica Dang

Business Development Manager - Sydney, Australia

Mrs Jessica Dang provides advices for high-net-worth investors and business owners seeking business and investment opportunities in Australia.

Jessica Dang is a finance and IT professional with expertise in commercial strategy, digital transformation, and global operations in a fast-paced startup company for 13 years. She drives tech and finance transformation initiatives that have taken a technology firm from its infancy to pre-IPOs in Australia. Prior to this, she was a Tech business consultant at Ernst & Young for 2 years. 

Qualifications

  • Bachelor of Economics (major in International Trade), Foreign Trade University
  • Graduate diploma in Business System, RMIT
  • Master in Business (major in IT and finance), RMIT
  • IT product management ceritficate, Pragmatic Institute
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