Robert Yu-Kuang Chen
Financial Adviser in Vermont, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002456
- Location
- Vermont VIC 3133
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 3 December 2025
- First provided advice
- 2008
- Qualifications
- Bachelor Business (Financial Planning), Royal Melbourne Institute of Technology (RMIT) (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2009)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Yu-Kuang Chen
Robert Yu-Kuang Chen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Vermont, Victoria (adviser number 001002456).
Robert provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 3 December 2025.
The register records 2008 as the year Robert first provided financial advice. Qualifications and training on file include Bachelor Business (Financial Planning) (Royal Melbourne Institute of Technology (RMIT), 2005) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Robert Yu-Kuang Chen a registered financial adviser?
Yes. Robert Yu-Kuang Chen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002456.
Which licensee does Robert Yu-Kuang Chen work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Robert Yu-Kuang Chen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."