As a designated CPA who is currently working for an investment firm Vantage FX as an introducing broker, I believe I can help you with this role. This is because I have managed investment portfolios for more than 9 years. During this period, I have made annual returns of more than 4% from one of the stocks and two of the unit trusts.
Moreover, I have solid Mathematical and Excel skills. Therefore, I can determine the optimal allocation of funds across different assets based on your preferences on risk and return.
Feel free to reply to this message if you are interested. I will be glad to have a further discussion with you about the project. Thank you very much, and have a happy new year!