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Michael Chen

Financial Adviser

SMSF Advisory Group
Melbourne, VIC 3000
12+ years experience
About

Certified Financial Planner with a focus on SMSF strategies and retirement planning. I help clients maximise their superannuation and plan for a comfortable retirement.

Specialisations

Client Types

SMSFPersonal Investors

Trust Expertise

Family TrustDiscretionary Trust

Services

Superannuation AdviceWealth ManagementRetirement PlanningEstate Planning
Service Areas
Melbourne3000
Languages: English
Licence & Registration Details

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Australian Financial Services Licence

345678

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Australian Business Number

23456789012

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Professional Accreditations

CERTIFIED FINANCIAL PLANNERSMSF SPECIALIST
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