Cheng Qian
Momentum Wealth Management - Bentleigh
As a relationship manager, I have a passion for helping clients. Qualified under the highest standards in line with FASEA regulation and well over a decade of advisory experience.
My experience spans across two uniquely different demographics, starting with a 5-year tenure working with mum and dad clientele under an AMP licensee. Changing course thereafter with the next 5 years with a self licensed boutique, specialising with HNW clientele, complex structures and self managed super funds.
My current role with Momentum caters for a wide range of clientele and I am proud to be representing a reputable boutique licensee as both Senior Adviser and Responsible Manager.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchInitial consultation and General advice are at no cost to the client. Formal advice through the preparation of a 'Wealth Plan' starts at $3,300 inc GST. Ongoing advice and Implementation costs are dependent on the complexity of advice and service level desired and can only be assessed on a case by case basis.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 55
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Momentum Wealth Management - Bentleigh
277 Centre RdBentleigh, VIC 3204 410 Burwood Hwy
Wantirna South, VIC 3152
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895
