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.
When my spouse and I decided we would love to retire early we thought what a great dream that would be, as we were very uncertain where and what to do and who to trust with advice. Then we had a friend recommend Dee Chan at Blueprint. Well after our first meeting, Dee confirmed our dream could be possible, we both have now since retired and feel extremely safe in our decision as Dee helped us through the process and we feel so comfortable with her. Dee has the ability to make you feel like you are catching up with a trusted friend, and makes sure we understand all options available to us. We could not trust anyone else with such an essential time in our life. Thank you Dee for all your help in making our dreams come true and I look forward to our catch-ups in the future. For all your money needs we thoroughly recommend Dee Chan at Blueprint Wealth for she knows her stuff and is a very easy and comfortable adviser to talk to.
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.
- Adviser status Platinum
- Number of reviews 2
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce (Accounting and Financial Planning)
Blueprint WealthSuite 1, 23 Richardson Street
South Perth, WA 6151
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Amp Financial Planning Pty Ltd