About Tina Chen

Authorised Financial Adviser (AFA), FSP22401

I have the passion of helping people with their financial wellbeing, as I know they need financial planning.  But when they don’t know it, they don’t know they need it.  In my practice, I put my feet in my clients’ shoes and find out their needs in  financial wellbeing.  I’m so pleased that my clients are able to manage their finance better than before!

  • AFA granted in May 2011, one of the few Chinese AFAs
  • A practitioner of the professional association, Financial Advice New Zealand
  • Specialised in financial planning – KiwiSaver, insurance, retirement planning and investment in Managed Funds
  • Speaking fluently in English, Mandarin and Cantonese
  • Upholding the ethics of integrity, client interest first and professionalism
  • Solid education background:  BA English (China), Master of Economics (China) and Graduate Diploma in Personal Financial Planning (Massey University, NZ)
  • Blogs in Chinese on www.tinachen.co.nz and WeChat platform
  • Seminars/webinars on financial planning, KiwiSaver, retirement planning and investment in Managed Funds.

 

My disclosure statements are available below.

2018 DS Primary 2018 DS Secondary

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