Jeffrey Chien
Viridian Financial Group Limited
Jeffrey is passionate about helping people achieve their life and financial aspirations and about the peace of mind and security that financial advice brings.
He is a Chartered Financial Analyst and an SMSF Specialist Advisor. He has been in Financial Services for over 16 years with 11 years as an investment counsellor in HSBC and ANZ (Hong Kong) engaging with South-East Asia Private family groups.
Jeffrey works collaboratively with his clients to discover the significance and address their aspirations’ complexities by providing tailor-made strategic and investment planning and advice to secure a future for their families.
Jeffrey is an experienced professional specialising in Investment Planning, Portfolio Management for complex family groups, Self-Managed Superannuation, Superannuation Planning, Retirement Planning and Cash Flow Planning.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Chartered Financial Analyst (CFA)
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Languages spoken
- Cantonese
- English
- Mandarin
Viridian Financial Group Limited
Level 14, 1 Margaret StSydney, NSW 2000 Suite 6003, The Barrington, 10 Smith St
Parramatta, NSW 2150
Opening hours
- 8:30am – 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
Viridian Advisory Pty Ltd
AFSL 476223
