About
Our Team
Meet Our Expert
DEREK CHEN
LIFELONG WEALTH
Principal Financial Adviser
Derek Chen is a Financial Adviser focusing on providing suitable, valuable, and achievable financial advice to customers. He has been in the financial service industry for eight years. He worked for a licensed supervisor in New Zealand to supervise managed funds and KiwiSaver providers. In this role, he had the opportunity to understand how KiwiSaver providers work and has built up an in-depth understanding of KiwiSaver providers and KiwiSaver plans. He also posts articles on social media to promote financial literacy from time to time. These articles have attracted thousands of viewers and followers.
Derek Chen is the Managing Director of Aplus Compliance Limited which is a compliance consulting service provider helping financial institutions meet regulatory obligations in New Zealand.
Qualifications
Master of Professional Accountancy and Finance – Massey University
Master of Legal Studies – University of Auckland
Bachelor of Accountancy – China University of Geosciences (Beijing)
Certified Anti-Money Laundering Specialist – Association of Certified Anti-Money Laundering Specialists
Member of Financial Advice NZ
Language Spoken
English, Mandarin
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