SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Estate Planning
Estate
Planning
Family Office
Family
Office
Investment Advice
Investment
Advice
SMSF
SMSF
Tax Planning
Tax
Planning

Jeffrey
Chien

Financial Advisor
Sydney
New South Wales
IN THEIR OWN WORDS

I am passionate about helping people achieve their life and financial aspirations and about the peace of mind and security that financial advice brings.

Jeffrey is a Chartered Financial Analyst and an SMSF Specialist Advisor. He has been in Financial Services for over 16 years with 11 years as an investment counsellor in HSBC and ANZ (Hong Kong) engaging with South-East Asia Private family groups. Jeffrey works collaboratively with his clients to discover the significance and address their aspirations’ complexities by providing tailor-made strategic and investment planning and advice to secure a future for their families. Jeffrey is an experienced professional specialising in Investment Planning, Portfolio Management for complex family groups, Self-Managed Superannuation, Superannuation Planning, Retirement Planning and Cash Flow Planning.

Qualifications and Memberships

  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
  • Chartered Financial Analyst
  • SMSF Specialist Advisor
  • Member of the Financial Advice Association Australia
SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Estate Planning
Estate
Planning
Family Office
Family
Office
Investment Advice
Investment
Advice
SMSF
SMSF
Tax Planning
Tax
Planning

Latest
Insights

Reset, Refresh, Refocus for 2025

Start 2025 with a clear financial vision. This article guides you through practical steps to reflect on last year’s lessons, set focused financial goals, strengthen your financial security, and optimise your cash flow. READ MORE...

6 Festive Hacks for a Sustainable, Budget-Friendly Christmas

Discover budget-friendly, sustainable festive hacks for gifting, decorating, and entertaining in style. READ MORE...

Navigating the Post-US Election Landscape

This webinar delves into the aftermath of the recent U.S. election and explores its potential impact on global markets and the investment landscape. READ MORE...

Speak to our experienced team today…