Alex Cheng

Apc Advice Pty Ltd

Gold
28 Yrs Experience
Epping, NSW 2121
Having worked in all aspects of Financial Planning; it all comes down to looking after the client's family. The complexity of dealing with business owners and their personal risk insurance needs is challenging and very satisfactory. However, it is dealing with the "mums and dads" which I find the most rewarding.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

We are happy to discuss alternate fee structures for clients looking for ongoing advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Apc Advice Pty Ltd

Suite 204, 2 Pembroke Street
Epping, NSW 2121

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.85
5 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Alex has given me advice in many areas from personal Insurance to my Super fund. Alex is an expert in his field and is able to explain things to me so clearly that is so easy to understand. I feel very confident in referring Alex to anyone. I always receive Alex's full care and attention when needed. Highly Recommend Alex. Thank you"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I will recommend Alex to family and friends. He genuinely cared for my personal circumstances and provided invaluable and timely advice. His commitment to ensure I was looked after after my partner passed away and the regular and caring follow up contact with me was very reassuring. I have no hesitation in recommending Alex."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have known Alex over 25 years and have always found him approachable. l can always speak to him at short notice and he has a strong knowledge in superannuation, investment and how to prepare for retirement. I would have no hesitation to recommend Alex to anyone that requires financial advice. Dennis"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has given me advice in areas including; Life Insurance and Superannuation. Alex was able to explain things to me in a clear way. Through Alex's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Alex's full care and attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional, highly recommend."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Alex Cheng profile photo

Alex Cheng responded on May 2020

"Thank you Amy"

Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice

Qualifications & Training

Bachelor of Science

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1992

Graduate Diploma of Applied Economics

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Macquarie University
Completed
1994

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Member
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