Financial Adviser · VERMONT, VIC

Robert Yu-kuang Chen

VERMONT, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002456

Currently at

Square Wealth

Bundall, QLD (firm address)

View firm profile

About Robert Yu-kuang Chen

Robert Yu-kuang Chen is a financial adviser based in Vermont, Victoria, with 18 years of experience in the financial services industry since 2008. Robert is currently authorised under Alliance Wealth, operating through Square Wealth. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor Business (Financial Planning)

Royal Melbourne Institute of Technology (RMIT)

2009

Certified Financial Planner (CFP) Education Program

FPA Australia

Registration History

Alliance Wealth Pty Ltd

Dec 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Interprac Financial Planning Pty Ltd

Feb 2022 - Dec 2025 Ceased

Bridges Financial Services Pty Limited

Jun 2021 - Feb 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Feb 2008 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register