Irene ChauFinancial Advisor

Meet Irene 

Irene’s interest include travelling around the world, swimming and motivational books.

Background

Irene has worked in the financial services industry for over 20 years. She has worked in an investment bank for a number of years where she had exposure in equities, private placement, bonds, stock loans and corporate actions.

Having been a Financial Planning Practice Manager for six years, she discovered what she enjoys most – working with clients. Ever since, she has committed to advising clients.

She has a broad range of experience encompassing tax minimisation, retirement planning, investment management and estate planning to guide her clients to their ideal financial position.

Irene provides guidance to her clients by understanding their situation and helping them achieve their long-term goals. Her clients recognize her as having the patience and ability to provide tailored personal advice.

Given her past experience as a business owner, she recognizes the need and support required for other small business owners.

Irene’s clients are family groups including professionals, executives, retirees and Self-Management Super Funds.

Irene holds the Master of Business (Finance), she is a Certified Financial Planner and a Self-Managed Super Fund Specialist. Her expertise include wealth building for accumulators, superannuation, direct shares, redundancy advice and retirement planning.

Irene’s goal is to work with you to build your passive income over time. She aims to offer opportunities, solutions and strategies according to your unique goals.

Irene wants to create a secure and comfortable future for you and your family.