Bob Chen profile photo

Bob Chen

Everalls Wealth Management

Gold
14 Yrs Experience
Canberra, ACT 2601

The key to building wealth is to have goals that reflect what you love to do and want to do. I'll help you identify those goals and then construct a wealth creation strategy to deliver on them. When you plan your life, you can plan your money - and be inspired to put that plan into action every day.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Everalls Wealth Management

SAP House, Level 5, 224 Bunda St
Canberra, ACT 2601

Opening hours

  • 9:00am – 1:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135