Henry Chen

SmartMoney Financial Services Pty Ltd

Bronze
1 Yr Experience
Sydney Olympic Park, NSW 2127

I’ve been working in the financial advice industry since 2019 and am qualified in debt management and strategic financial planning. My expertise lies in helping clients create and grow wealth through tailored strategies. Having worked in both large corporate institutions and smaller boutique firms, I’ve gained broad experience across all areas of financial advice. I work with a wide range of clients, from those building their wealth to retirees to enjoy their wealth, helping each achieve financial clarity and confidence for the future.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

SmartMoney Financial Services Pty Ltd

Suite 2.03, Level 2, 6 Parkview Dr
Sydney Olympic Park, NSW 2127

Meeting methods

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

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846