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<h2>Eric Chen</h2>
<p style=”text-align: justify;”>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.</p>
<p style=”text-align: justify;”>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.</p>
<p style=”text-align: justify;”>For more information on Eric’s background and testimonial of his experience and services, please visit his LinkedIn Profile: <a href=”https://www.linkedin.com/in/eric-chen-4173721a/”>https://www.linkedin.com/in/eric-chen-4173721a/</a></p>
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<h2>Kam Yuen</h2>
<p style=”text-align: justify;”> 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. </p>
<p style=”text-align: justify;”> 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.</p>
<p style=”text-align: justify;”>For more information on Kam’s background and testimonial of his experience and services, please visit his LinkedIn Profile:<a href=”https://au.linkedin.com/in/kamyuen”>https://au.linkedin.com/in/kamyuen</a>
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<h2>Eric Chen</h2>
<p style=”text-align: justify;”>Eric從2008年起一直从事金融服務業,對財務規劃的整套流程有深刻見解。他曾先後在不同規模的公司任職,在加入合富理財之前,曾任澳洲西太平洋銀行財富管理部BT Financial Group (BT) 的合規經理,專責西太平洋銀行旗下理財師的質量管理和合規培訓。Eric對財務規劃的貢獻曾受到BT各部門的廣泛認可,於2014年曾多次獲頒獎項,包括BT的總裁獎。</p>
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<div>Eric在專業知識方面的學習亦是孜孜不倦,他擁有澳洲麥覺里大學工商管理和會計雙學士學位、政府認可的高級財務規劃文憑、貸款管理文憑。他也是澳洲理財師協會註冊理財師(Certified Financial Planner)和自管養老金專科顧問(SMSF Specialist Advisor)。</div>
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<div>除了工作,Eric還是一名詠春愛好者,他熱衷於將詠春這項傳統中國武術傳授給小朋友,以增強他們的信心和自衛能力。</div>
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