Robert Chen

Robert Chen Email and Phone Number

Principal Financial Adviser at Square Wealth | CFP® @
Robert Chen's Location
Greater Melbourne Area, Australia
Robert Chen's Contact Details

Robert Chen work email

Robert Chen personal email

n/a
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.

Robert Chen's Current Company Details
Square Wealth Pty Ltd

Square Wealth Pty Ltd

Principal Financial Adviser at Square Wealth | CFP®
Robert Chen Work Experience Details
  • Square Wealth Pty Ltd
    Principal Financial Planner
    Square Wealth Pty Ltd Feb 2022 - Present
    Ringwood, Victoria, Australia
  • Mlc Australia
    Principal Financial Adviser
    Mlc Australia Nov 2019 - Feb 2022
    Melbourne East
    View
  • National Australia Bank
    Senior Financial Planner
    National Australia Bank Feb 2008 - Nov 2019
    View
  • Nab
    Senior Paraplanner
    Nab Sep 2005 - Feb 2008
    Docklands, Victoria, Australia
    View
  • Winchcombe Carson Financial Planning
    Paraplanner
    Winchcombe Carson Financial Planning Jan 2002 - Feb 2005
    Melbourne, Victoria, Australia

Robert Chen Skills

Financial Advisory Banking Insurance Retirement Planning Financial Planning Wealth Management Services Portfolio Management Superannuation Investments Relationship Management Financial Risk Finance Investment Advisory Income Protection Financial Services Wealth Management Strategic Financial Planning Investment Strategies Risk Management Wealth Retail Banking

Frequently Asked Questions about Robert Chen

What company does Robert Chen work for?

Robert Chen works for Square Wealth Pty Ltd

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

Robert Chen's current role is Principal Financial Adviser at Square Wealth | CFP®.

What is Robert Chen's email address?

Robert Chen's email address is ro****@****.com.au

What skills is Robert Chen known for?

Robert Chen has skills like Financial Advisory, Banking, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, Superannuation, Investments, Relationship Management, Financial Risk, Finance.

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