Charlene Yum

Charlene Yum

Senior Trust Officer – Philanthropy and Social Investment

BCom, CA

Charlene is responsible for a portfolio of Charitable Trusts. Overseeing their related fiduciary, compliance and reporting obligations. She also provides secretarial support to co-trustee and advisory committees as well as working closely with AET’s not for profit partners.

Charlene graduated with a Commerce degree, majoring in Accounting and Finance from Monash University. She has been a Chartered Accountants Member since 2018.

Prior to joining AET, Charlene had been working in the Family Office space in her capacity as a Senior Consultant at a financial services firm based in Melbourne. This involved providing UHNW family groups and individuals with a holistic perspective on their wealth through integrating and facilitating a breadth of internal and external services.

Charlene also has experience in the preparation and management of accounting and taxation compliance, investment reporting, portfolio management and administration for UHNW family groups and individuals as well as not for profit organisations.

Meet the Philanthropic Services Team

Ben Clark

Head of Philanthropy and Social Investment

Melbourne office

Cesare Silvestri

Manager Charitable Services

Adelaide office

Charlene Yum

Senior Trust Officer – Philanthropy and Social Investment

Melbourne office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

View all members in our Philanthropic Services Team.View team