Cheng Qian
The Investment Collective
Cheng is an accredited financial adviser whom has worked in financial services since 2013. He is currently one of the Managing Advisers at The Investment Collective and provides advice in the area of Superannuation, Retirement Planning, Wealth Creation and Risk Management. Cheng and his team currently service ~150 clients and is actively seeking to engage prospective clients to secure their financial future.
Cheng completed a Bachelor of Commerce degree with the University of Melbourne and holds additional qualifications in direct equities and self-managed superannuation. As of 2021, Cheng has completed the Financial Advisor FASEA national exam and is an accredited advisor as part of the AFP membership.
Expertise
My fees
Initial consultation and General advice are at no cost to the client. Formal advice through the preparation of a 'Wealth Plan' starts at $2,200 inc GST. Ongoing advice and Implementation costs are dependent on the complexity of advice and service level desired and can only be assessed on a case by case basis.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 52
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
The Investment Collective
Level 1, 4 Prospect Hill RdCamberwell, VIC 3124
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Cip Licensing Limited
AFSL 471728
