Vivian Chang

With over eight years of experience as a Financial Adviser, I have delivered tailored financial advice to a wide range of clients—from individuals to small and large businesses. I developed my expertise across several Australian Financial Services Licensees, gaining valuable insights into diverse financial strategies and client needs.

My approach is holistic and client-focused, helping clients achieve their financial goals through comprehensive advice across superannuation, self-managed super funds (SMSFs), investments, retirement planning, personal insurance, estate planning, and cashflow management.

I hold a Graduate Diploma in Financial Planning, a double degree in Bachelor of Finance and Bachelor of Mathematics (Statistics major), and accreditations in SMSF and direct equities. I am a proud Certified Financial Planner® (CFP®) and an active member of the Financial Advice Association Australia (FAAA), reflecting my commitment to professional excellence and ethical standards in financial advice.