Cheng is an accredited financial adviser whom has worked in financial services since 2013. He is currently one of the Managing Advisers at The Investment Collective and provides advice in the area of Superannuation, Retirement Planning, Wealth Creation and Risk Management. Cheng and his team currently service ~150 clients and is actively seeking to engage prospective clients to secure their financial future.
Cheng completed a Bachelor of Commerce degree with the University of Melbourne and holds additional qualifications in direct equities and self-managed superannuation. As of 2021, Cheng has completed the Financial Advisor FASEA national exam and is an accredited advisor as part of the AFP membership.
Initial consultation and General advice are at no cost to the client. Formal advice through the preparation of a 'Wealth Plan' starts at $2,200 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.
I am very comfortable with Cheng, he is always very clear and comprehensive with my portfolio reviews and I look forward to continuing our association well into the future.
We are thoroughly satisfied with the service Cheng provides. Cheng is approachable, listens to our needs, and consistently takes the time to answer our questions and explain things to us in a way that we can easily understand.
He always does a good job for me.
And gives me a lot of advice, I’m very appreciate it.
Cheng is an approachable and confident financial adviser who listens to my needs and helps provide options of how to achieve them.
He speaks plainly and is always honest and helps to manage expectations.
Although I’m no longer a client of Cheng, I have been very happy with his level of service and professionalism. If I was to need an adviser again, he will be my go to option.
- Adviser status Gold
- Number of reviews 50
- First year providing advice 2017
- Years of experience 6
- Bachelor of Commerce
The Investment CollectiveLevel 1, 4 Prospect Hill Rd
Camberwell, VIC 3124
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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