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.
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Sequoia Financial Group
Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms. We provide: • Investment and superannuation products • Wealth management and advisory services • Corporate advisory and capital markets expertise • Retail, wholesale and institutional trading platforms • Market data and financial news services Our group includes: • Sequoia Superannuation • Sequoia Specialist Investments • Sequoia Wealth Management • Sequoia Direct • Sequoia Asset Management • Sequoia Family Office • Sequoia Insurance Brokers • Bourse Data • Finance News Network • Sequoia Corporate Finance • InterPrac Financial Planning • InterPrac Securities • Docscentre • Docscentre Legal • Constitute • Sharecafe • Corporate Connect Sequoia’s mission is to become the premier financial services brand in Australia. To achieve this, we must have core values that is expected from the community that seeks our services. Our values include: Integrity, Inclusive, Collaborative, Client Focus, Friendly and Innovative.