Kael Chen CFP®

Greater Sydney Area

275 followers

Timeline
About me
Senior Financial Advisor at Mercer
Education
- Cfa institute
  -
- University of technology, sydney
  -
  Bachelor of mathematics and finance
Experience
- Commonwealth bank
  Nov 2010 - Oct 2015
  - Servicing Financial Planner
    Apr 2014 - Oct 2015
  - Savings Specialist
    Nov 2010 - Apr 2014
- Bt financial group
  Oct 2015 - Sept 2018
  Advanced financial advisor
- Caresuper
  Sept 2018 - Jul 2022
  Comprehensive financial planner
- Mercer
  Jul 2022 - now
  Senior financial advisor
Licenses & Certifications
- Certified financial planner (cfp)
  Financial planning association (fpa)
  Nov 2022