Eric Chen
AdvDipFinPlan
BBA/BCom(Acc)
CFP®
JP

Eric has been a dedicated professional in the financial services industry since 2008. He previously played a key role in the compliance and financial advice coaching teams at one of Australia’s Big Four banks. With extensive experience in paraplanning and retail banking, Eric brings a deep understanding of high-quality advice processes and client needs.

His commitment to delivering exceptional financial advice is evidenced by the numerous awards he has received throughout his career, along with strong endorsements from both industry peers and clients alike.

Eric is a Certified Financial Planner® (CFP®) and a Professional Member of the Financial Advice Association of Australia (formerly the Financial Planning Association of Australia). He holds a double Bachelor Degree in Business Administration and Commerce (Accounting) from Macquarie University, an Advanced Diploma in Financial Planning, and a Diploma in Finance and Mortgage Broking from Kaplan Professional.

Outside of work, Eric is passionate about sports. He enjoys playing golf with friends and is a dedicated purple belt in Brazilian Jiu-Jitsu, where he regularly competes in state-level events. He also gives back by coaching and training children in Brazilian Jiu-Jitsu every Saturday.