About Tina Chen

Walking with you the journey of financial wellbeing

Authorised Financial Adviser (AFA), FSP22401

Financial wellbeing is important to a satisfying and peaceful life.  I am passionate about helping people become financially healthy.  Through guiding my clients to set their money goals in life, I help them sort out their financial resources and provide quality advice on insurance, retirement and investment

  • 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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