Eric Jiayin Chen
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237924
- Location
- Chatswood NSW 2067
- Licensee
- Intergen Capital Pty Ltd (AFSL 528669)
- Authorised since
- 24 March 2022
- First provided advice
- 2015
- Qualifications
- Bachelor of Business Administration with Bachelor of Commerce, Macquarie University (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Margin Lending and Geared Investments, Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2014); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2015); CFP Certification Program, Financial Advice Association Australia (2017); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Eric Jiayin Chen
Eric Jiayin Chen is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001237924.
Eric provides advice as an authorised representative of Intergen Capital Pty Ltd, which holds Australian financial services licence 528669. That authorisation dates from 24 March 2022.
The register records 2015 as the year Eric first provided financial advice. Qualifications and training on file include Bachelor of Business Administration with Bachelor of Commerce (Macquarie University, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Eric is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Eric Jiayin Chen a registered financial adviser?
Yes. Eric Jiayin Chen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237924.
Which licensee does Eric Jiayin Chen work under?
Intergen Capital Pty Ltd, Australian financial services licence 528669.
What can Eric Jiayin Chen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.