Dee Chan

Blueprint Wealth

Gold
13 Yrs Experience
South Perth, WA 6151
Dee Chan is a Certified Financial Planner® who has been in the financial services industry for more than 10 years. Dee graduated from Curtin University with a Bachelor’s degree in Accounting and Financial Planning and has completed the SMSF certification through Kaplan. Dee considers herself one of the lucky few who has found her calling as a financial planner. Dee has a reputation for putting her client’s first; she finds great satisfaction knowing that she has helped her clients achieve peace of mind by providing them with a sense of financial security. Dee knows that sound financial advice and planning can often provide comfort during difficult times. She focuses on not just building a financial plan with her clients, but maintaining a relationship and keeping in touch on a regular basis to make sure they are on track to meet their financial and lifestyle goals. Dee is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia. Blueprint Wealth has a unique, dedicated Financial Advisor and Relationship Manager system which ensures you always have at least two people you can contact directly with any enquiries. Dee Chan works closely with Relationship Manager, Fadzai Nyamuzihwa, who oversees the implementation of your financial plan and ensures it is completed as smoothly and quickly as possible.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Blueprint Wealth

Suite 1, 23 Richardson Street
South Perth, WA 6151

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
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5.00

"It has been a tumultuous 24 months, having lost my dearest husband and thrown in right where I am in a financially vulnerable. Since I met Dee, I felt more assured and in control of my finances, she helped to navigate the complexity of managing my investments, super, pension and estate planning now my husband is no longer here. She acts not only as an adviser but also as a sounding board. She always makes sure I understood every step we made. Thank you for all your help."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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