Queenie Shen

My role and goal as a Senior Associate is to support our advisors in every way I can to help our clients create wealth so they can enjoy a great retirement lifestyle. I enjoy problem solving so formulating financial strategies and tailoring solutions to meet our clients’ goals and objectives have always been my passion. I love talking to people and hearing their life stories as every story is unique and filled with invaluable experiences. I hope to be able to contribute to and be part of our clients’ stories in a small way.

I have worked in the financial services industry for over 25 years in a variety of roles both in Australia and overseas including Financial Planning, Superannuation, Private Banking, Corporate Relationship Banking and Transactional Banking.

In 2010, I stepped back from my financial services career to raise our two beautiful daughters. Currently I work part time so I can continue to look after my family and utilise my financial planning skills and technical knowledge to help our clients achieve their financial goals. In my spare time, I enjoy watching cooking shows and reading food blogs and my family loves cruising and savouring culinary delights.

Education

• Bachelor of Economics (Finance)
• Graduate Diploma of Financial Planning
• Self-Managed Superannuation Funds

Freshwater Wealth Management Pty Ltd | ABN 29 673 123 245 | Corporate Authorised Representative No. 1307016

Licensee – Alliance Wealth Pty Ltd | AFSL No. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw