Sophie Chen

Head Of Division | Sequoia Family Office at Sequoia Financial Group

Sophie Chen's work experience starts with their current role as the Head of Division at Sequoia Financial Group. Prior to this, they worked as a Director at Blended Learning International, where they were responsible for providing education and training services. Sophie also served as an AFSL Responsible Manager at Macro Capital Limited. Sophie then joined Noah Holdings Australia as a Director in the Family Office division. Sophie started their career at Commonwealth Bank as a Financial Planner, where they focused on providing quality advice and building long-term relationships with clients.

Sophie Chen completed their education in a chronological order. Sophie first attended The University of Western Australia from 2005 to 2008, where they earned a Bachelor of Commerce degree with a focus on Management Accounting and Financial Accounting. Next, from 2010 to 2012, they pursued a Master of Finance degree at Curtin University, specializing in Finance Theory and Practice. Finally, in 2013, they enrolled at Kaplan Professional, completing the ASIC Regulatory Guide 146 program in ADFS.

Links

Timeline

  • Head Of Division | Sequoia Family Office

    June, 2021 - present