MenuRobert Chen CFP®
About Me
Experienced financial planner to High Net Worth Individuals & families. With over 20 years of experience in the financial services industry. Skilled in Investment, Portfolio Construction, Client Relationship Management, Retirement Planning and Wealth Accumulation.As a highly qualified planner within my profession, I am able to help my clients in all aspects of their financial planning needs and ensure they receive high quality advice.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 17 Years
