Podcast Recap: A Day in the Life of an APAC Wealth Advisor – Finance International Program BINUS

On Friday, 9 May 2025, the Finance International Program at BINUS University International successfully hosted a highly engaging podcast talk show and live Q&A session titled “Day in the Life of an APAC Wealth Advisor.” Held at Finance Lab Room 403, BINUS JWC Senayan, the event was attended by enthusiastic students seeking to explore careers in wealth management and gain practical insights from a seasoned expert.

The special guest was Andre Mudigdo, a distinguished Wealth Advisor and Managing Partner at Oreana Private Wealth. With over two decades of industry experience and certifications from the Certified Wealth Managers Association (CWMA) and Financial Advice Association Australia (FAAA), Andre shared rich, firsthand knowledge on navigating the financial advisory landscape across the Asia-Pacific region.

🔍 Key Takeaways:

• Demystifying Wealth Advisory: Andre provided a clear picture of what a wealth advisor actually does—emphasizing that it’s not just about managing money for the ultra-rich, but about building long-term relationships, understanding client goals, and providing tailored financial strategies.
• Career Path & Certifications: The session covered vital career milestones, including the importance of certifications such as CWMA and CFP®, and how young professionals can build credibility and trust in the industry.
• A Typical Day: Andre walked the audience through his daily responsibilities, from client consultations and market monitoring to strategy sessions and cross-border planning—highlighting the dynamic and people-centric nature of the role.
• Q&A Interaction: Students actively participated in the live Q&A segment, asking about career challenges, ethical dilemmas, and digital disruptions in private wealth management. Andre responded with candor, encouraging students to stay adaptable and continuously invest in learning.

🎧 FinLab Podcast Series

This event is part of the FinLab Podcast Series, a platform designed by BINUS Finance International to bridge classroom knowledge with real-world financial practice. The podcast episode featuring this session will soon be available on BINUS’s official channels, allowing broader audiences to benefit from the discussion.

📸 Student Reflections

“It was eye-opening to learn how wealth advisors operate at the international level. Andre’s journey inspired me to consider this path seriously.” – Wang Meng ji, Finance International Student

“I liked how relatable and honest the speaker was. It wasn’t just theory; it was career guidance at its best.” – Pranav, Class of 2028