Cheng Qian

The Investment Collective

Gold
7 Yrs Experience
Camberwell, VIC 3124

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.81
  • Number of reviews 52
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

The Investment Collective

Level 1, 4 Prospect Hill Rd
Camberwell, VIC 3124

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cip Licensing Limited

AFSL 471728