Principal Financial Planner
Current
Square Wealth Pty Ltd
Feb 2022 - Present
AeroLeads people directory · profile
Robert Chen Email & Phone Number
Principal Financial Planner
at
Square Wealth Pty Ltd
1 work email found
@nab.com.au
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Square Wealth Pty Ltd
Role
Principal Financial Planner
Location
Greater Melbourne Area, Australia
Who is Robert Chen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Chen is listed as Principal Financial Planner at Square Wealth Pty Ltd, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Robert Chen.
Robert Chen previously worked as Principal Financial Adviser at Mlc Australia and Senior Financial Planner at National Australia Bank.
Company email context
Email format at Square Wealth Pty Ltd
This section adds company-level context without repeating Robert Chen's masked contact details.
{first}.{last}@nab.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Robert Chen. Compare company email patterns before reaching out.
Profile bio
About Robert Chen
Providing high quality, professional advice for clients to make the most of their money, achieve their goals and navigate different moments in life with a long-term wealth creation investment philosophy.
Listed skills include Financial Advisory, Banking, Insurance, Retirement Planning, and 17 others.
Current workplace
Robert Chen's current company
Company context helps verify the profile and gives searchers a useful next step.
Square Wealth Pty Ltd
5 roles
Robert Chen work experience
A career timeline built from the work history available for this profile.
Principal Financial Adviser
Nov 2019 - Feb 2022
Senior Financial Planner
Feb 2008 - Nov 2019
Senior Paraplanner
Sep 2005 - Feb 2008
Paraplanner
Winchcombe Carson Financial Planning
Jan 2002 - Feb 2005
FAQ
Frequently asked questions about Robert Chen
Quick answers generated from the profile data available on this page.
What company does Robert Chen work for?
Robert Chen works for Square Wealth Pty Ltd.
What is Robert Chen's role at Square Wealth Pty Ltd?
Robert Chen is listed as Principal Financial Planner at Square Wealth Pty Ltd.
What is Robert Chen's email address?
AeroLeads has found 1 work email signal at @nab.com.au for Robert Chen at Square Wealth Pty Ltd.
Where is Robert Chen based?
Robert Chen is based in Greater Melbourne Area, Australia while working with Square Wealth Pty Ltd.
What companies has Robert Chen worked for?
Robert Chen has worked for Square Wealth Pty Ltd, Mlc Australia, National Australia Bank, Nab, and Winchcombe Carson Financial Planning.
How can I contact Robert Chen?
You can use AeroLeads to view verified contact signals for Robert Chen at Square Wealth Pty Ltd, including work email, phone, and LinkedIn data when available.
What skills is Robert Chen known for?
Robert Chen is listed with skills including Financial Advisory, Banking, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, and Superannuation.
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