The Financial Planning Association of Australia The Financial Planning Association of Australia

Eric Chen, CFP®


Name Eric Chen, CFP®
Company CoWealth Partners Pty Ltd
Address Suite 408
10 Help Street
Chatswood, NSW 2067
Phone 0294116686
Languages Cantonese,Mandarin
Website https://www.linkedin.com/in/eric-chen-4173721a/

Eric has been in the financial services industry since 2008. Eric has previously been a key member of the compliance and financial advice coaching functions of one of the Big Four banks. He has also had extensive experience in paraplanning and retail banking. As testament to Eric’s dedication in providing quality financial advice to people in need, he has won numerous awards over his (so far) decade of career, and has received endosements from industry peers and clients.

Eric is a Certified Financial Planner®. He holds a double Bachelor Degree in Business Administration and Commerce Accounting from Macquarie University, an Advanced Diploma in Financial Planning from Kaplan Professional, and a Diploma in Finance and Mortgage Broking from Kaplan Professional. Eric is a CFP Professional Member of the Financial Planning Association of Australia. Besides advising his clients, Eric is also an assessor for the CFP® Certification Program, regularly contributing to the development of financial planning professionals.

For more information on Eric's background and testimonial of his experience and services, please visit his LinkedIn Profile: https://www.linkedin.com/in/eric-chen-4173721a/

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