Financial Planner Profile

Name: Bob Chen CFP®, JP, B.Bus, DipFin(FP), DipSTI     

About Bob:
What sets Bob apart as a financial adviser is having both technical and practical knowledge to deliver bespoke, workable and result-driven wealth generation strategies for his clients and has built his extensive technical knowledge through a business degree from UTS, studying investment and portfolio theory at UNSW, two other related diplomas and numerous specialist accreditation.
In addition, Bob has developed practical expertise through personally managing the renovation of three residential properties and investing in high yield commercial property and share portfolios for over ten years. Bob is passionate about looking after his clients and he has an unshakable belief in the importance of building strong, long term relationships. This is backed up with thorough research and accountable financial advice that is free from conflict of interest.

When not working with clients and spending time with family, Bob is an avid tennis player, sustainable environmentalist and is practicing to be a minimalist. He loves fine food, home cooking and his organic garden.

Our Unique Process

“Tell me what you want to achieve and when you want to achieve it”

When you first meet Bob, this is what he’ll ask you because different people have different goals in life and very different timeframes.
While many people seek Bob’s help to plan their retirement finances, there are many reasons to obtain his help. Your goal may be to travel extensively or take a sabbatical in 5 years’ time. Or it could be to purchase your first home or to investigate your options for growing your wealth.

Whatever your goals, Bob Chen will use his considerable experience and expertise to show you how to get there. That’s why Bob has so many highly loyal clients.

“I’ll remove the fear of making a mistake using real time modelling to explore your options.”

Bob’s approach is quite unique. Using real time modelling, he will show you what your future could look like.
He begins by talking to you about your future plans and when you want to achieve them. Then he looks at where you are now. That will show you the gap, so together, you can work out what needs to happen.

The modelling Bob uses is completely interactive and has real time responsiveness so you can immediately see the difference you can make by:

  • Increasing your mortgage repayments
  • Making additional super contributions
  • Investing in property or shares
  • Working longer or retiring earlier

This modelling will also show you how combining various wealth creation strategies could change your financial position.

“I’ll help you discover the right financial strategy for you and then give you the pathway to success.”

Knowing how to achieve your goals and the daily steps you need to take can be life changing. That’s why Bob loves his work. It gives him the opportunity to connect with people and help them create their dream financial life.

Qualifications:
Bachelor Of Business – University of Technology Sydney
Cavendish & ICFS Specialist SMSF Course – The University of Adelaide
Certified Financial Planner – FPA
Investments and Portfolio Selection – subject only, Master of financial planning UNSW
Diploma of Share Trading and Investment – Wealth within Institute
Diploma of Financial Service – Intellitrain
DPML Margin Lending – Pinnacle FS Academy
Cert IV in Finance and Mortgage Brokin – Kaplan

Financial Planning Services:

  • Government Bonds
  • Life Insurance
  • Superannuation
  • Corporate Superannuation
  • Retirement Planning

  

  • Managed Investments
  • Margin Lending
  • Self-Managed Super-funds
  • Direct Equities