Irene Chau

Mwl Financial Group

4.75
3 Reviews
Gold
14 Yrs Experience
Chatswood, NSW 2067

Recent reviews

Mwl Financial Group

Level 2, 1 Spring Street
Chatswood, NSW 2067

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 3
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Licensed by

Mwl Financial Services Pty Ltd

AFSL 235096

4.75
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Irene has given my husband and I on self managed super funds. Irene was able to explain things clearly ans made the process really easy for us. Through Irene’s knowledge and experience , I feel confident that we will need our financial goals. I highly recommend Irene’s services."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Irene has been looking after family matters for many years. She treats our investment like her own and always provided us good advice based on our situation. We have peace of mind with Irene."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Irene has provided me advice over the years. She advises on my superannuation fund. Irene is patient, knowledgeable and experienced. She treats my fund as if it were hers. She guides me through good and bad times."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Master of Business

Level
9 - Masters Degree
Institution
Edith Cowan University (ECU)
Completed
1999

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Australian College of Professionals (ACOP)
Completed
2008

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1997

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
1995

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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