Cherie Chen

  • Financial Adviser
    Grad.Dip - PFP, CFPcm

    Cherie is a Senior Adviser specialising in providing risk advice to existing and new clients. Cherie holds a Graduate Diploma in Personal Financial Planning and recently achieved Certified Financial Plannercm status joining a relatively small group of Financial Advisers who have achieved this global standard.
    In addition, she has a Bachelor's Degree in Accounting and Finance (Honours) and a Master's Degree in Finance.
    Cherie is an excellent communicator and prides herself on ensuring clients have a good understanding of recommendations and product details.
    She is fluent in both English and Chinese (Mandarin)