Eric Chen

Eric has been in the financial services industry since 2008. Eric has previously been a key member of the compliance and financial advice coaching functions of one of the Big Four banks. He has also had extensive experience in paraplanning and retail banking. As testament to Eric’s dedication in providing quality financial advice to people in need, he has won numerous awards over his (so far) decade of career, and has received endorsements from industry peers and clients.

Eric is a Certified Financial Planner®. He also holds a double Bachelor Degree in Business Administration and Commerce Accounting from Macquarie University, an Advanced Diploma in Financial Planning from Kaplan Professional, and a Diploma in Finance and Mortgage Broking from Kaplan Professional. Eric is a CFP Professional Member of the Financial Planning Association of Australia. Besides advising his clients, Eric is also an assessor for the CFP® Certification Program, regularly contributing to the development of financial planning professionals.

For more information on Eric’s background and testimonial of his experience and services, please visit his LinkedIn Profile: https://www.linkedin.com/in/eric-chen-4173721a/

Kam Yuen

Kam has been in the financial services industry since 2006. Prior to joining Synchron and founding CoWealth Partners, Kam was a financial adviser with a boutique financial planning firm and was a founding member of the licensee’s investment committee. Kam was a research manager with a funds management firm.

Kam is a Certified Practicing Accountant (CPA) and Tax (Financial) Adviser of the Tax Practioners Board. Kam holds a Bachelor of Commerce, a Diploma of Financial Planning, an Advanced Diploma of Financial Services and he is an associate member of the Financial Planning Association of Australia (FPA). Kam is a Justice of Peace of New South Wales.

For more information on Kam’s background and testimonial of his experience and services, please visit his LinkedIn Profile:https://au.linkedin.com/in/kamyuen