James Chen Email
Financial Adviser @ Berry Actuarial Planning
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James Chen Location
- Sydney, NSW, AU
James Chen Work
- Financial Adviser @ (November 2023 - Present)
- Senior Financial Advisor @ (November 2020 - November 2023)
- Financial Planner @ (November 2018 - October 2020)
- Financial Planner @ (May 2015 - November 2018)
- Associate Financial Planner @ (November 2014 - April 2015)
- Paraplanner and Senior Paraplanner @ (October 2010 - October 2014)
James Chen Education
- Kaplan Professional
Ethics and Professionalism in Financial Advice
2019-2020 - Kaplan Professional
Diploma of Margin Lending (Financial Planning and Services)
2013-2013 - Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2011-2012 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2009-2010 - Macquarie University
Master of Commerce (Accounting and Finance)
2007-2008 - University of Technology, Sydney
Bachelor of Medical Science (Medical Microbiology and Bacteriology)
2002-2005
James Chen Skills
- Business Relationship Management
- Insurance
- Wealth Management
- Microsoft Office
- SMSF
- Paraplanning
- Financial Planning
- Debt Management
- Managed Funds
- Leadership
- Superannuation
- Relationship Management
- Financial Services
- Strategic Financial Planning
- Investments
- Pensions
- Strategic Planning
- Financial Modeling
- Molecular Biology
James Chen Summary
- James Chen, based in Sydney, NSW, AU, is currently a Financial Adviser at Berry Actuarial Planning. James Chen brings experience from previous roles at Nationwide Financial, Commonwealth Bank, ANZ and AMP. James Chen holds a 2019 - 2020 Ethics and Professionalism in Financial Advice @ Kaplan Professional. With a robust skill set that includes Business Relationship Management, Insurance, Wealth Management, Microsoft Office, SMSF and more. James Chen has 1 emails on RocketReach.
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