Dee Chan work email
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Dee Chan personal email
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.
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Senior ParaplannerBlueprint WealthPerth, Wa, Au
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Financial AdvisorBlueprint Wealth Feb 2012 - PresentPerth, Australia
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Senior ParaplannerBlueprint Wealth Feb 2008 - PresentPerth, 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
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Personal BankerAnz Jul 2006 - Jan 2008Customer service and identidying sales opportunities
Dee Chan Skills
Dee Chan Education Details
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Financial Planning Associations Of AustraliaCertified Financial Planner® -
Accounting And Financial Planning
Frequently Asked Questions about Dee Chan
What company does Dee Chan work for?
Dee Chan works for Blueprint Wealth
What is Dee Chan's role at the current company?
Dee Chan's current role is Senior Paraplanner.
What is Dee Chan's email address?
Dee Chan's email address is de****@****.com.au
What schools did Dee Chan attend?
Dee Chan attended Financial Planning Associations Of Australia, Curtin University Of Technology.
What skills is Dee Chan known for?
Dee Chan has skills like Retirement Planning, Wealth Management, Financial Advisory, Superannuation, Estate Planning, Financial Planning, Income Protection, Investments, Wealth, Insurance, Financial Services, Pensions.
Who are Dee Chan's colleagues?
Dee Chan's colleagues are Daniel Viola, Jana Wilson, Johnson Duong, Brad Martin, Vy Nguyen, Gary Powell, Melissa Baker.
Not the Dee Chan you were looking for?
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Jay-Dee Chan
Greater Melbourne Area1aapt.com.au -
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