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Eric Chen Email & Phone Number
Partner and Financial Adviser
at
CoWealth Partners
1 work email found
@cowealth.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Financial Adviser
Location
Greater Sydney Area, Australia
Company size
Who is Eric Chen? Overview
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Quick answer
Eric Chen is listed as Partner and Financial Adviser at CoWealth Partners, a with 2 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at cowealth.com.au and a matched LinkedIn profile for Eric Chen.
Eric Chen previously worked as Partner & Financial Adviser at Cowealth Partners and Director at Intergen Capital. Eric Chen holds The Financial Adviser Exam, Financial Planning And Services from The Financial Adviser Standards And Ethics Authority.
Company email context
Email format at CoWealth Partners
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{first}.{last}@cowealth.com.au
89% confidence
AeroLeads found 1 current-domain work email signal for Eric Chen. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Financial Planning, Superannuation, Financial Advisory, and 21 others.
Current workplace
Eric Chen's current company
Company context helps verify the profile and gives searchers a useful next step.
Cowealth Partners
9 roles
Eric Chen work experience
A career timeline built from the work history available for this profile.
Partner & Financial Adviser
Current
Dec 2015 - Present
Director
Current
Intergen Capital
Oct 2020 - Present
Cfp Program Assessor
Dec 2016 - Feb 2020
Compliance Development Manager
Dec 2014 - Dec 2015
Quality Control Coach - Complex Advice
Nov 2012 - Dec 2014
Paraplanner
Mar 2011 - Nov 2012
Customer Service Representative
Oct 2010 - Mar 2011
Paraplanner
Swu Financial Planning
Jan 2008 - Jul 2010
7 education records
Eric Chen education
The Financial Adviser Exam, Financial Planning And Services
The Financial Adviser Standards And Ethics Authority
Certified Financial Planner Program, Financial Planning And Services
Financial Advice Association Australia
Diploma Of Finance And Mortgage Broking
Advance Diploma Of Financial Services (Financial Planning)
Bachelor Of Business Administration With Bachelor Of Commerce-Accounting
Higher School Certificate
Fairvale High School
Certificate Iv In Property Services
FAQ
Frequently asked questions about Eric Chen
Quick answers generated from the profile data available on this page.
What company does Eric Chen work for?
Eric Chen works for CoWealth Partners.
What is Eric Chen's role at CoWealth Partners?
Eric Chen is listed as Partner and Financial Adviser at CoWealth Partners.
What is Eric Chen's email address?
AeroLeads has found 1 work email signal at @cowealth.com.au for Eric Chen at CoWealth Partners.
Where is Eric Chen based?
Eric Chen is based in Greater Sydney Area, Australia while working with CoWealth Partners.
What companies has Eric Chen worked for?
Eric Chen has worked for Cowealth Partners, Intergen Capital, Financial Advice Association Australia (Faaa), Bt Financial Group, and Hsbc.
Who are Eric Chen's colleagues at CoWealth Partners?
Eric Chen's colleagues at CoWealth Partners include Kam Yuen.
How can I contact Eric Chen?
You can use AeroLeads to view verified contact signals for Eric Chen at CoWealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Eric Chen attend?
Eric Chen holds The Financial Adviser Exam, Financial Planning And Services from The Financial Adviser Standards And Ethics Authority.
What skills is Eric Chen known for?
Eric Chen is listed with skills including Wealth Management, Financial Planning, Superannuation, Financial Advisory, Investments, Strategic Financial Planning, Pensions, and Investment Strategies.
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