Cherie Chen

  • Financial Adviser, CFPcm
    Grad.Dip - PFP

    Cherie is our Senior Adviser, specialising in offering expert risk advice to both existing and new clients. Cherie's extensive qualifications speak to her dedication and commitment to delivering top-tier financial guidance.
    With a Graduate Diploma in Personal Financial Planning, Cherie recently achieved Certified Financial Planner™ status, a prestigious global standard held by a select group of Financial Advisers. Her academic achievements also include a Bachelor's Degree in Accounting and Finance (Honours) and a Master's Degree in Finance.
    Cherie's exceptional communication skills set her apart. She takes pride in ensuring that clients not only receive sound recommendations but also have a clear understanding of the products and strategies involved. Furthermore, Cherie's language proficiency extends to both English and Mandarin, making her a valuable resource for clients seeking financial expertise in multiple languages.