Financial Adviser
· SYDNEY, NSW
Chi Vivi Chen
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272559
Chi Vivi Chen is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Chi is currently authorised under Bdo Private Wealth Advisers Pty Ltd. Chi holds authorisations to advise on deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Professional Accounting (Extension) from University of New South Wales. Chi is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2010
Corporations and Business Associations Law
University of NSW
2010
Taxation Law
University of NSW
2011
Masters of Professional Accounting (Extension)
University of New South Wales
2017
RG146 Compliance and the SMSF Association SSA Examination
University of Adelaide
2018
Diploma of Financial Planning
International Institute of Technology
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education