Shi Chen, CFP®

What sets Bob apart as a financial adviser is having both technical and practical knowledge to deliver bespoke, workable and result-driven wealth generation strategies for his clients. Bob specializes in integrated wealth generation strategies that are aiming to deliver an extra $1-3M of wealth in 15 years or less for professional and high-income families.

Bob is a Certified Financial Planner, the gold standard in financial planning, a certification that is recognised in 26 countries globally. Bob has built his extensive technical knowledge through a business degree from UTS, studying investment and portfolio theory at UNSW, two other related diplomas and numerous specialist accreditations.

Bob is passionate about looking after his clients and he has an unshakable belief in the importance of building strong, long term relationships. This is backed up with thorough research and accountable financial advice that is free from conflict of interest.

When not working with clients and spending time with family, Bob is an avid tennis player, sustainable environmentalist and is practicing to be a minimalist. He loves fine food, home cooking and his organic garden.

Bob is an active member in the local business community, is a Justice of the Peace in the ACT and is an impact investor for charity group ‘Empower Malawi’.

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