Kam Yuen's Location
Sydney, NSW, AU
Kam Yuen's Work
- Director and Financial Planner @ CoWealth Partners
- Research Manager (Part Time) @ Premium Asia Funds Management
- Investment Committee Member (Part Time) @ Premium Wealth Management
- Financial Adviser (Part Time) @ SWU Financial Planning
Kam Yuen's Education
- Kaplan
Advanced Diploma (Financial Services (Financial Planning))
2010 - 2012 - CPA Australia
Certified Practising Accountants
2006 - 2010 - Kaplan
Diploma of Financial Planning (Financial Planning)
2006 - 2009
- University of Sydney
Bachelor of Commerce - BCom (Accounting and Finance)
2002 - 2005 - Yat Sen1990 - 2001
Kam Yuen's Skills
- Investments
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Portfolio Management
- Asset Managment
- Investment Advisory
- Equities
- Retirement Planning
- Asset Allocation
Kam Yuen's Summary
Kam Yuen, based in Sydney, NSW, AU, is currently a Director and Financial Planner at CoWealth Partners, bringing experience from previous roles at Premium China Funds Management, Premium Wealth Management and SWU Financial Planning. Kam Yuen holds a 2010 - 2012 Advanced Diploma in Financial Services (Financial Planning) @ Kaplan. With a robust skill set that includes Investments, Wealth Management, Investment Strategies, Strategic Financial Planning, Portfolio Management and more, Kam Yuen contributes valuable insights to the industry. Kam Yuen has 2 emails on RocketReach.
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