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James Chen

Berry Actuarial Planning Pty Ltd

Bronze
11 Yrs Experience
Chatswood, NSW 2067

I am a fully qualified and experienced financial planner based in Norwest/Baulkham Hills. To me financial planning is about helping clients achieve their goals, allowing them to make better informed financial decisions and giving them peace of mind.

I specialise in the following areas of advice:

  • Superannuation & SMSF
  • Retirement Planning
  • Wealth Creation & Investment
  • Personal & Family Protection
  • Centrelink Benefits
  • Estate Planning

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Master of Commerce
  • Languages spoken
    • English
    • Mandarin

Berry Actuarial Planning Pty Ltd

Suite 502, 11 Help St
Chatswood, NSW 2067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Berry Actuarial Planning Pty Ltd

AFSL 237993