Equity analyst with Platinum Advisory

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Reference no: EM134045412

Question

Rita Lai is an equity analyst with Platinum Advisory. Platinum Advisory is a boutique investment firm located in Adelaide, South Australia, catering to local high-net worth families involved in the healthcare industry, with investments focused in this sector. Without notice to her employer, she registers with government authorities to start an investment company that will compete with her employer as a boutique investment firm, but she does not actively seek clients, and at this stage has not proceeded in this activity beyond the registration process. Rita has had preliminary thoughts that she might seek overseas clients for her business who are interested in investing in Australia, particularly in the mining industry, where she has successfully made some personal investments.

Reference no: EM134045412

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