Jeffrey
Chien

I believe great financial advice starts with understanding, not numbers.

With nearly 2 decades advising private family groups, I help uncover what is often hidden or misunderstood in your financial world.

I work much like a family member in your circle of trusted advisors – guiding, supporting and simplifying decisions around wealth, succession, and investments.
Through deep, honest conversations, we will clear away distractions and build a plan aligned with your values and aspirations, giving you clarity and confidence at every stage of life.

Qualifications and Memberships

• Bachelor of Commerce
• Advanced Diploma of Financial Planning
• Chartered Financial Analyst
• SMSF Specialist Advisor
• Member of the Financial Advice Association Australia

Service areas