James Chen

Berry Actuarial Planning Pty Ltd

Bronze

12 Yrs Experience

Chatswood, NSW 2067

About James
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I’m a fully qualified financial adviser with over 15 years of industry experience across both major banks and boutique firms. I’m passionate about helping individuals and families achieve their unique financial goals through tailored advice and long-term planning. Whether you're looking to grow your wealth, plan for retirement, or simply gain clarity on your finances, I’m here to guide you every step of the way.

I specialise in the following areas of advice:

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

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

5.00 February 2026

James - excellent service all round.

1) Professional

2) Courteous

3) Always responded promptly to our questions

4) Provided clear and concise advice

5.00 August 2025

We recently engaged with James Chen in Berry Actuarial Planning Pty Ltd, to provide personal advice on our investments across superannuation, property, portfolio structure and rebalancing.

James acted professionally from conducting initial discussion on our investment objectives, incorporating our financial situations into the SOA, to running us through the respective financial modelings and projections on his recommendations. We truely see the value from James and thank for his services.