Financial Adviser
· SYDNEY, NSW
Wenting Chen
No disciplinary history on record with ASIC
SYDNEY,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001322757
About Wenting Chen
Wenting Chen is a financial adviser based in Sydney, New South Wales. Wenting is currently authorised under Awm Services. Wenting holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wenting's qualifications include a Master of Applied Finance from Victoria University of Wellington.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: One off licensee approval is required for all products which are not on the approved product list
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce & Administration
Victoria University of Wellington
2013
Master of Applied Finance
Victoria University of Wellington
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2026
Commercial Law
Kaplan Higher Education Pty Limited
2026
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are not on the approved product list
Source: ASIC Financial Advisers Register