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About Me

Dee Chan is a Certified Financial Planner who has been in the financial services industry for more than 17 years. Dee graduated from Curtin University with a bachelor’s degree in accounting and financial planning and completed the SMSF certification through Kaplan. Dee is one of the lucky few who has found her calling as a financial planner. Dee has a reputation for putting her client’s first; she finds great satisfaction knowing that she has helped her clients achieve peace of mind by providing them with a sense of financial security. Dee knows that sound financial advice and planning can often provide comfort during difficult times. She focuses on not just building a financial plan with her clients but also maintaining a relationship and regularly making sure they are on track to meet their financial and lifestyle goals. Dee is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia. Blueprint Wealth has a unique, dedicated Financial Advisor and Relationship Manager system which ensures you always have at least two people you can contact directly with any enquiries.

Dee Chan works closely with Relationship Manager, Theuni Herath who oversees the implementation of your financial plan and ensures it is completed as smoothly and quickly as possible.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Amp Financial Planning Pty Limited
CERTIFIED FINANCIAL PLANNER®