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
Initial 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
-
Adviser status
Gold
- Rating
- Number of reviews 55
- First year providing advice 2017
- Years of experience 8
-
Highest qualification
- Bachelor of Commerce
-
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
-
In person
-
Phone
-
Video call
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895
