Eric Chen

Eric Chen Email and Phone Number

Partner and Financial Adviser @ CoWealth Partners
Sydney, NSW, AU
Eric Chen's Location
Greater Sydney Area, Australia
Eric Chen's Contact Details

Eric Chen personal email

n/a
About Eric Chen

Quality is the most important value I hold. As a qualified Financial Adviser, I have a strong passion to provide high quality financial advice to people in need, allowing them to have better financial literacy and instilling confidence in their financial future.Outside of work, I train in the martial arts of Wing Chun and Brazillian Jiu-Jitsu. I also love spending time with my lovely wife and daughter.

Eric Chen's Current Company Details
CoWealth Partners

Cowealth Partners

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Partner and Financial Adviser
Sydney, NSW, AU
Website:
cowealth.com.au
Employees:
2
Eric Chen Work Experience Details
  • Cowealth Partners
    Partner And Financial Adviser
    Cowealth Partners
    Sydney, Nsw, Au
    View
  • Cowealth Partners
    Partner & Financial Adviser
    Cowealth Partners Dec 2015 - Present
    408/10 Help Street, Chatswood Nsw
    View
  • Intergen Capital
    Director
    Intergen Capital Oct 2020 - Present
    Sydney, New South Wales, Australia
  • Financial Advice Association Australia (Faaa)
    Cfp Program Assessor
    Financial Advice Association Australia (Faaa) Dec 2016 - Feb 2020
    Sydney, New South Wales, Australia
    View
  • Bt Financial Group
    Compliance Development Manager
    Bt Financial Group Dec 2014 - Dec 2015
    Sydney, Australia
    View
  • Bt Financial Group
    Quality Control Coach - Complex Advice
    Bt Financial Group Nov 2012 - Dec 2014
    Sydney, Australia
    View
  • Bt Financial Group
    Paraplanner
    Bt Financial Group Mar 2011 - Nov 2012
    Sydney, Australia
    View
  • Hsbc
    Customer Service Representative
    Hsbc Oct 2010 - Mar 2011
    Sydney, Australia
    View
  • Swu Financial Planning
    Paraplanner
    Swu Financial Planning Jan 2008 - Jul 2010
    Sydney, Australia

Eric Chen Skills

Wealth Management Financial Planning Superannuation Financial Advisory Investments Strategic Financial Planning Pensions Investment Strategies Insurance Investment Advisory Financial Services Wealth Asset Allocation Customer Service Retirement Planning Financial Modeling Compliance Investment Management Customer Satisfaction Financial Planners Managed Funds Paraplanning Coaching Debt Management Pension Funds

Eric Chen Education Details

Frequently Asked Questions about Eric Chen

What company does Eric Chen work for?

Eric Chen works for Cowealth Partners

What is Eric Chen's role at the current company?

Eric Chen's current role is Partner and Financial Adviser.

What is Eric Chen's email address?

Eric Chen's email address is er****@****.com.au

What schools did Eric Chen attend?

Eric Chen attended The Financial Adviser Standards And Ethics Authority, Financial Advice Association Australia, Kaplan Professional, Kaplan Professional, Macquarie University, Fairvale High School, Kaplan Professional.

What are some of Eric Chen's interests?

Eric Chen has interest in Martial Art (Wing Chun).

What skills is Eric Chen known for?

Eric Chen has skills like Wealth Management, Financial Planning, Superannuation, Financial Advisory, Investments, Strategic Financial Planning, Pensions, Investment Strategies, Insurance, Investment Advisory, Financial Services, Wealth.

Who are Eric Chen's colleagues?

Eric Chen's colleagues are Kam Yuen.

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