Dee Chan
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Dee Chan Email & Phone Number

Senior Paraplanner at Blueprint Wealth
Location: Greater Perth Area, Australia 4 work roles 2 schools
1 work email found @bpwealth.com.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@bpwealth.com.au
LinkedIn Profile matched
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Current company
Blueprint Wealth
Role
Senior Paraplanner
Location
Greater Perth Area, Australia
Company size
25 employees

Who is Dee Chan? Overview

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Quick answer

Dee Chan is listed as Senior Paraplanner at Blueprint Wealth, a with 25 employees, based in Greater Perth Area, Australia. AeroLeads shows a work email signal at bpwealth.com.au and a matched LinkedIn profile for Dee Chan.

Dee Chan previously worked as Financial Advisor at Blueprint Wealth and Personal Banker at Anz. Dee Chan holds Certified Financial Planner® from Financial Planning Associations Of Australia.

Company email context

Email format at Blueprint Wealth

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{first}.{last}@bpwealth.com.au
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AeroLeads found 1 current-domain work email signal for Dee Chan. Compare company email patterns before reaching out.

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Profile bio

About Dee Chan

I have worked with Blueprint Wealth as part of the financial advisory team since 2008. I bring a genuine passion for helping people to reach their financial and lifestyle goals. I enjoy working closely with each of my clients; this allows me to better understand their position. I have completed my Bachelor of Commerce, Self Managed Super Fund certification and I am a Certified Financial Planner®. I endeavour to stay connected to the industry through ongoing education and do my utmost to share my knowledge of wealth management with each and every one of my clients. Blueprint Wealth is committed to helping our clients build their plan to financial freedom. We are an award-winning financial advisory practice that has been serving clients across Western Australia since 2001. We have the knowledge and expertise to help guide you toward your specific life goals. Our expertise encompasses all areas of financial advice including investments, portfolio construction, superannuation, retirement planning, mortgage broking, estate planning and wealth protection. At Blueprint Wealth, we work in partnership with our clients to develop a comprehensive financial planning strategy that progressively accumulates and maintains wealth for your financial security.Dee Chan is an Authorised Representative of AMP Financial Planning Pty Limited, Authorised Representative No. 338272. Blueprint Planning Pty Ltd ABN 78 097 264 554 trading as Blueprint Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Service Licence and Australian Credit Licence 232706.

Listed skills include Retirement Planning, Wealth Management, Financial Advisory, Superannuation, and 20 others.

Current workplace

Dee Chan's current company

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Blueprint Wealth
Blueprint Wealth
Senior Paraplanner
Perth, WA, AU
Website
bpwealth.com.au
Employees
25
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Company profile
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4 roles

Dee Chan work experience

A career timeline built from the work history available for this profile.

Senior Paraplanner

Blueprint Wealth

Perth, Australia

• Compliant in Regulatory Guidance 146 • Authorised Representative for AMP • Completed CFP Certification• Completed SMSF Accreditation• Complete ongoing education & continuing professional development points (CPD) required by AMP & the business • Advanced knowledge in COIN software • Knowledge in superannuation, managed funds, debt management, budget planning, estate planning, retirement planning & Centrelink area of advice• Extensive knowledge in personal insurances… Show more • Compliant in Regulatory Guidance 146 • Authorised Representative for AMP • Completed CFP Certification• Completed SMSF Accreditation• Complete ongoing education & continuing professional development points (CPD) required by AMP & the business • Advanced knowledge in COIN software • Knowledge in superannuation, managed funds, debt management, budget planning, estate planning, retirement planning & Centrelink area of advice• Extensive knowledge in personal insurances advice • Accredited in providing advice in self managed superannuation fund areas• Developing knowledge in corporate superannuation area• Understanding of the operation of trusts, partnerships, companies• Sound knowledge on the taxation system, tax minimisation strategies & ability to incorporate this into advice document• Attend meetings between planners and clients and complete relevant file notes and Fact Find document. • Preparation of Statement of Advice, Record of Advice, Record of Debt Advice & No Advice Acknowledgement Documents• Preparation of Investment Portfolio Valuation documents (review document)• Build & maintain relationship with clients on a regular basis to ensure that advice is implemented as efficient as possible, this is achieved by maintaining high level of communication with clients• Liaise with Accountants & Solicitor in the implementation of advice• Facilitate the establishment & ongoing running of a self managed super fund including self managed super fund borrowing• Complete review & service calls to garner appointments & sales for planners• Prepare materials for planner’s meeting by identifying opportunities to create sales • Maintain green compliant score for all cases handled • Involvements in the business marketing campaigns • If required, general administration duties eg. Preparing invoice, commission follow up, filing, preparation of documents, scheduling & data entry• Maintain a team based environment by providing continuous support to the team Show less

Personal Banker

Anz

Customer service and identidying sales opportunities

Jul 2006 - Jan 2008
Team & coworkers

Colleagues at Blueprint Wealth

Other employees you can reach at bpwealth.com.au. View company contacts for 25 employees →

MW Michelle Westwood Michelle Westwood Colleague at Blueprint WealthPerth, Western Australia, Australia View → JD Johnson Duong Johnson Duong Colleague at Blueprint WealthPerth, Western Australia, Australia View → VN Vy Nguyen Vy Nguyen Colleague at Blueprint WealthPerth, Western Australia, Australia View → JL Jasmine Lihou Jasmine Lihou Colleague at Blueprint WealthPerth, Western Australia, Australia View → GP Gary Powell Gary Powell Colleague at Blueprint WealthMount Lawley, Western Australia, Australia View → BM Brad Martin Brad Martin Colleague at Blueprint WealthGreater Perth Area, Australia View → SM Shaira Mae Pintor Shaira Mae Pintor Colleague at Blueprint WealthCebu, Central Visayas, Philippines View → JW Jana Wilson Jana Wilson Colleague at Blueprint WealthNew Plymouth, Taranaki, New Zealand View → KT Kosta Tsokos Kosta Tsokos Colleague at Blueprint WealthSouth Perth, Western Australia, Australia View → MB Melissa Baker Melissa Baker Colleague at Blueprint WealthGreater Perth Area, Australia View →
2 education records

Dee Chan education

Certified Financial Planner®

Financial Planning Associations Of Australia
FAQ

Frequently asked questions about Dee Chan

Quick answers generated from the profile data available on this page.

What company does Dee Chan work for?

Dee Chan works for Blueprint Wealth.

What is Dee Chan's role at Blueprint Wealth?

Dee Chan is listed as Senior Paraplanner at Blueprint Wealth.

What is Dee Chan's email address?

AeroLeads has found 1 work email signal at @bpwealth.com.au for Dee Chan at Blueprint Wealth.

Where is Dee Chan based?

Dee Chan is based in Greater Perth Area, Australia while working with Blueprint Wealth.

What companies has Dee Chan worked for?

Dee Chan has worked for Blueprint Wealth and Anz.

Who are Dee Chan's colleagues at Blueprint Wealth?

Dee Chan's colleagues at Blueprint Wealth include Michelle Westwood, Johnson Duong, Vy Nguyen, Jasmine Lihou, and Gary Powell.

How can I contact Dee Chan?

You can use AeroLeads to view verified contact signals for Dee Chan at Blueprint Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dee Chan attend?

Dee Chan holds Certified Financial Planner® from Financial Planning Associations Of Australia.

What skills is Dee Chan known for?

Dee Chan is listed with skills including Retirement Planning, Wealth Management, Financial Advisory, Superannuation, Estate Planning, Financial Planning, Income Protection, and Investments.

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