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Vivian Chang

Transcend Wealth Management PTY LTD

Silver
8 Yrs Experience
Adelaide, SA 5000

I have spent over seven years as a Financial Adviser offering advice to individual clients, as well as small and large business clients. I have worked and developed my skillset as a Financial Adviser under a number of different Australian Financial Services Licensees. I am able to assist our clients reaching their financial goals by providing a holistic advice including superannuation, SMSF, investments, retirement planning, insurance, estate planning and cashflow budgeting.

I hold a Graduate Diploma in Financial Planning, double degree of Bachelor of Finance and Bachelor of Maths

(Major in Statistics) and accreditation in SMSF and direct equities. I also am a member of the Financial Advice Association Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Mandarin

Transcend Wealth Management PTY LTD

Level 2, 47 South Tce
Adelaide, SA 5000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552