Cheng Qian

The Investment Collective

Gold
5 Yrs Experience
Camberwell, VIC 3124
Cheng has been in the financial services industry since 2013, working for one of the big four banks straight out of university in the area of Mortgages & Banking. He began his financial planning career thereafter, starting out in administration and portfolio management before becoming a financial adviser in 2017. He is currently leading a team at The Investment Collective as a Managing Advisor and facilitates a book of 150 clients. Cheng completed a Bachelor of Commerce degree with the University of Melbourne and holds additional qualifications in financial planning 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. He has a young family of three, including his wife Lyn and baby Oscar. He enjoys taking the family down to the beach or playing cards with mates in his spare time.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 $1,650 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 4.80
  • Number of reviews 42
  • First year providing advice 2017
  • Years of experience 5
  • 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

4.80
42 Reviews
5
4
3
2
1
4.95
Clear communication
4.55
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 42

Sort by

4.25

"Cheng, is a new adviser for us at The Investment Collective, they gave my wife and I a very clear and thorough run through of our SMSF performance. Cheng highlighted those investment which had performed well, and discussed the reasons why some investments had not performed to expectations. Cheng was able to answer all the questions I had."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I found Cheng to be knowledgeable and thorough in all that I asked. This was the first time I met him and he is a good listener and gave solid honest answers. Months before meeting him I had asked him to find information within our Super Fund needed for a job applying to work with the Census. I waited beyond the time I needed such info and needed to remind him…I give him the benefit of doubt as he just started his current job…."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Cheng is my new adviser and he has got up to speed very quickly with my affairs and is providing me sound and helpful advice. He is a clear communicator and very helpful."

  • Superannuation
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cheng has just recently taken over my portfolios as a result of my previous advisor leaving the Company with which I have my business managed. I was so happy with my previous advisor that I was initially a little wary of starting with somebody new. However, after our first meeting (on zoom) last week, plus an earlier introductory phone call, I am more than happy with Cheng as my new advisor. The detailed knowledge he had, and the friendly way in which he conducted the meeting was excellent. Cheng seemed to have an in depth knowledge of any question I put to him without notice. A very nice guy, and one I am most happy to have my finances handled by."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cheng patiently went through all aspects of my portfolio and has organized a personal arrangement that will assist me in retirement next year. His direction has been particularly clear and reassuring and has assisted me into a secure position."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have know Cheng for over two years, and he became my adviser in June 2021. He is very personal and willing to help. His knowledge is excellent. I also like the fact that The Investment Collective is a medium size financial planning company, small enough to give personal care, but large enough to have a number of advisers that can also help me."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"This is the first meeting with Chen and I was impressed with the way he conducted the meeting. He was prepared and well versed with our profile and offered sound advice."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cheng helped to make a smooth and easy transition from Josh Scipione to himself. A very good start to our ongoing relationship."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Good meeting very informative, made a few changes/updates, on the whole very happy."

  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Enjoyed our discussion regarding my investments today . Cheng discussed and explained a variety of investments and future trends. I always receive prompt attention whenever I contact him. No"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 42

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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