About Us

David Chen (principal broker) – David Chen is highly qualified, graduating in a Bachelor of International Business and a Bachelor of Commerce majoring in Finance, alongside a Diploma in Financial Planning and Diploma in Mortgage and Brokering.

He comes from a Chinese background speaking Cantonese from a very young age; he has managed his family’s business’s finances and has shown strong work ethics. He has over 7 years of experience within financial services in lending and insurance services.

David is an active property, Australian shares and currency exchange investor and is always happy to chat about the market and different investment strategies.