Cheng Shen

BlackRange Wealth Management

Gold
11 Yrs Experience
Alexandria, NSW 2015
Hi, I provide advice via phone or virtual meetings. Allowing you discuss your financial goals at the comfort of your own home or work and saves you from travelling. I have been helping our clients take positive steps towards securing their financial future for over 10 years. Areas of advice that I specialise in include: - Insurance - Superannuation - Investments - Retirement Planning Looking forward to hearing from you.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Bachelor of Economics
    • Bachelor of Commerce (Finance and International Business)
  • Languages spoken
    • English
    • Mandarin

BlackRange Wealth Management

A1, 35-39 Bourke Rd
Alexandria, NSW 2015

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Cheng is my financial planner. He is always professional and friendly. I am a slow learner, but he never shows any impatience, always explain things in an easy-understanding language. I would recommend anyone who is looking for a good financial advice to talk to Cheng first."

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

"My wife & I have used Cheng to find the most suitable life insurance products for a number of years. I have always found Cheng very pro active & helpful. He does a decent job in a timely manner."

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

"Very professional knowledgeable and empathetic. He took the time to understand my situation and guided me through the process. I highly recommend his services."

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

"Highly recommend Cheng as he was understanding of my needs and transparent throughout the entire process. Would recommend his services to anyone looking to protect themselves and their family."

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

"Great advisor, very knowledgeable and straight forward."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He is a caring advisor with a good knowledge and does everything to get the best for his client"

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

"Cheng was extremely professional, reliable and efficient with the services he provided. He managed to answer all questions I had, and was able to follow through with all my request. Highly recommend."

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

"I received transition to retirement and insurance advice. Saved me thousands of dollars in tax and in insurance premiums. Conducted the advice in an efficient and timely manner."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2010

Bachelor of Commerce (Finance and International Business)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

ADFS(FP): Taxation Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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