Client first
Clients are our first priority. We offer personalised solutions that suit client’s unique requirements.
Risk control
Protecting your capital and preventing losses are of utmost importance to us
Experience
Clients will benefit from our combined extensive experience in investment, finance, and wealth management.
Deal access
Through our extensive network and contact, we can provide clients with access to unique private investment opportunities.
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.
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.
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
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
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
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 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.
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
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
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
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 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.
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
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
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
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 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.
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
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
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
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 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.
