Wen Chien Chang
About Me
I have spent almost 8 years as a Financial Adviser offering advice to individual clients, as well as small and large business clients. Prior to joining Spark Advisors Australia, I have worked and developed my skillset as a Financial Adviser under a number of different Australian Financial Services Licensees. I am able to assist our clients in reaching their financial goals by providing a holistic advice including superannuation, SMSF, investments, retirement planning, insurance, estate planning and cashflow budgeting.
I hold a Graduate Diploma in Financial Planning, double degree of Bachelor of Finance and Bachelor of Maths
(Major in Statistics) and accreditation in SMSF and direct equities. I also am a member of the Financial Planning Association of Australia Limited.
Areas of Focus
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 7 Years
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Licensed By Spark Advisors Australia Pty Ltd