Financial Adviser
Current
Nov 2023 - Present
AeroLeads people directory · profile
James Chen Email & Phone Number
Senior Financial Advisor AFP®
at
Berry Actuarial Planning
1 work email found
@anz.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor AFP®
Location
Sydney, New South Wales, Australia
Company size
Who is James Chen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Chen is listed as Senior Financial Advisor AFP® at Berry Actuarial Planning, a company with 10 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at anz.com and a matched LinkedIn profile for James Chen.
James Chen previously worked as Financial Adviser at Berry Actuarial Planning and Senior Financial Advisor at Nationwide Financial. James Chen holds Ethics And Professionalism In Financial Advice from Kaplan Professional.
Company email context
Email format at Berry Actuarial Planning
This section adds company-level context without repeating James Chen's masked contact details.
{first}.{last}@anz.com
86% confidence
AeroLeads found 1 current-domain work email signal for James Chen. Compare company email patterns before reaching out.
Profile bio
About James Chen
I am a qualified financial adviser with demonstrated experience across the wealth management industry, but more importantly I really enjoy helping others to plan for a better financial future.
Listed skills include Strategic Financial Planning, Financial Services, Paraplanning, Financial Modeling, and 12 others.
Current workplace
James Chen's current company
Company context helps verify the profile and gives searchers a useful next step.
Berry Actuarial Planning
8 roles
James Chen work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Nov 2020 - Nov 2023
Financial Planner
Nov 2018 - Oct 2020
Financial Planner
May 2015 - Nov 2018
Associate Financial Planner
Nov 2014 - Apr 2015
Senior Paraplanner
Apr 2013 - Oct 2014
Paraplanner
Genesys Wealth Advisers
Oct 2010 - Apr 2013
Scientific Officer
Sydney Adventist Hospital
Oct 2006 - Oct 2010
Team & coworkers
Colleagues at Berry Actuarial Planning
Other employees you can reach at berryplan.com.au. View company contacts for 10 employees →
AS
Anthony Street
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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NR
Nicole R.
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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AC
Angela Chan
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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TD
Thomas Ding
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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JN
Jordan Ndongo-Keller
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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JO
Johnjoe O'Reilly
Colleague at Berry Actuarial PlanningAustralia, Australia
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Anthony Street
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
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NR
Nicole R.
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
View →
AC
Angela Chan
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
View →
TD
Thomas Ding
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
View →
JN
Jordan Ndongo-Keller
Colleague at Berry Actuarial PlanningGreater Sydney Area, Australia
View →
JO
Johnjoe O'Reilly
Colleague at Berry Actuarial PlanningAustralia, Australia
View →
6 education records
James Chen education
Ethics And Professionalism In Financial Advice
Diploma Of Margin Lending, Financial Planning And Services
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Master Of Commerce, Accounting And Finance
Bachelor Of Medical Science, Medical Microbiology And Bacteriology
FAQ
Frequently asked questions about James Chen
Quick answers generated from the profile data available on this page.
What company does James Chen work for?
James Chen works for Berry Actuarial Planning.
What is James Chen's role at Berry Actuarial Planning?
James Chen is listed as Senior Financial Advisor AFP® at Berry Actuarial Planning.
What is James Chen's email address?
AeroLeads has found 1 work email signal at @anz.com for James Chen at Berry Actuarial Planning.
Where is James Chen based?
James Chen is based in Sydney, New South Wales, Australia while working with Berry Actuarial Planning.
What companies has James Chen worked for?
James Chen has worked for Berry Actuarial Planning, Nationwide Financial, Commonwealth Bank, Anz, and Amp.
Who are James Chen's colleagues at Berry Actuarial Planning?
James Chen's colleagues at Berry Actuarial Planning include Anthony Street, Nicole R., Angela Chan, Thomas Ding, and Jordan Ndongo-Keller.
How can I contact James Chen?
You can use AeroLeads to view verified contact signals for James Chen at Berry Actuarial Planning, including work email, phone, and LinkedIn data when available.
What schools did James Chen attend?
James Chen holds Ethics And Professionalism In Financial Advice from Kaplan Professional.
What skills is James Chen known for?
James Chen is listed with skills including Strategic Financial Planning, Financial Services, Paraplanning, Financial Modeling, Managed Funds, Investments, Superannuation, and Smsf.
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