About Me

Dee Chan is a Certified Financial Planner with more than 18 years in the financial services industry. 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 not just on building a financial plan with her clients but also on maintaining a relationship and regularly ensuring they are on track to meet their financial and lifestyle goals.

Dee is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited and is a member of the Financial Advice Association 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.