Director

Chen is a highly skilled financial adviser renowned for her personalised advisory services, characterised by meticulous attention to detail and a profound understanding of a wide range of financial areas. She specialises in crafting comprehensive, tax-effective strategies that help clients minimise risks while maximising growth and wealth. Chen’s pragmatic approach, grounded in extensive expertise in taxation law and financial management, consistently delivers tangible results for her clients.

Her key areas of expertise include tax planning strategies, superannuation, business structuring, asset protection, and succession and estate planning. Over the years, Chen has cultivated a loyal and long-standing client base, comprising high-net-worth individuals, professional practices, and business enterprises.

Operating within the Business Services, Tax, and Self-Managed Superannuation Fund divisions, Chen embodies the philosophy: "Opportunities don't happen—you create them" (Chris Grosser). As MBA’s technical specialist, she provides in-depth advice on complex tax, superannuation, and business issues, working closely with clients to deliver tailored solutions that align with their objectives.

Beyond her professional commitments, Chen is passionate about education, having served on the boards of St Columba Anglican School and the Hastings Education Fund. She has also shared her expertise as a lecturer in Tax Law at Charles Sturt University.

Qualifications & Memberships

Bachelor of Financial Administration (UNE)

Master of Applied Taxation Law (UNSW)

Member, Chartered Accountants Australia & New Zealand (CA ANZ)