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Sze Rong Chan, CFP®


Name Sze Rong Chan CFP®
Company H.E.S.T Australia Ltd
Address Level 20, 2 Lonsdale St
Melbourne, VIC 3000
Phone 0422006890

Lucas is a Certified Financial Planner with over 10 years experience in financial planning and superannuation. He joined HESTA in 2019 and feels that being a financial planner is immensely rewarding as he can simply do one thing - help people.

Lucas’ goal is to care for clients and to empower them to make the right financial choices at all stages of their lives. He believes that everyone is unique – through their culture, upbringing and personal experience; and through financial planning, each individual can identify, define and live their best life.

In addition, Lucas is an advocate of keeping things simple, worry-free, living within our means and enjoying life every step of the way. He loves being around people and trying new things.

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