Calvin Chung

Calvin is a strategic financial advisor with over five years of experience in wealth structuring and financial planning. He specialises in tailored solutions involving tax and investment structures, cash flow modelling, and succession planning.

Calvin’s actuarial training underpins his analytical and methodical approach. His solid technical skillset is complemented by a broad understanding of investment markets, enabling him to deliver personalised advice aligned with client objectives and risk profiles.

Calvin holds a Bachelor’s degree in Actuarial Studies and Commerce (Finance) from the University of New South Wales, a Master’s in Financial Planning (including SMSF) from Kaplan Professional, and is a Certified Financial Planner® (CFP) and member of the Financial Advice Association Australia (FAAA).