Our Story

Tina Chen, Authorized Financial Advisor (AFA) FSP22401
陈惠蓉 持牌理财顾问 AFA (FSP22401)

Believing “I can do it!”, Tina began her adventure to New Zealand in 2000.  Life was exciting and challenging.   

Six months after landing, Tina joined ASB Bank as a teller.  This part of the adventure helped strengthen her knowledge and experience in New Zealand banking industry; she even grabbed the award for Top Teller in West Auckland Region in 2001.  In 2008, the adventure was diverted to full-time study at Massey University, majoring in Personal Financial Planning.  The post graduate diploma not only put Tina on the path of providing financial planning service, but also helped her achieve Authorised Financial Adviser status, given by the Financial Markets Authority in 2011.  Since 2009, Tina has been passionately helping her clients achieve their goals in insurance, investment and retirement planning.

The adventure has been made more meaningful with her contributions to the community.  Tina has been writing blogs and running free seminars/webinars on personal financial planning.  She also volunteers in various community events and environmental projects.  Meeting new people and getting to know her community has been a rewarding part of this adventure. 

The adventure will continue to be full of excitement, meaningfulness and rewarding.

“相信我能行“,凭着这份信心,陈惠蓉闯荡天涯,2000年12月从中国广州来到奥克兰。从此,人生之旅充满刺激和挑战。

仅六个月,陈惠蓉就在新西兰的大银行之一ASB银行找到一份全职共工作 – 柜台客服员。这段人生之旅是学习和积累的过程,了解新西兰银行体系,积累金融工作经验,其中2001年陈惠蓉荣获ASB银行西奥克兰最佳客服员称号。闯荡世界少不了读书这个重要的环节,2008年陈惠蓉辞去银行工作,全职读书,在梅西大学研修个人理财规划。这套先进的、科学的理财规划深深地触动了陈惠蓉的内心:“要是华人们都学会这样理财,该多好啊!”心有所动,付之行动。2009年陈惠蓉设立公司(TC Financial Planning Ltd),提供理财规划服务。至今已经帮助不少客户了解理财规划,并用于个人/家庭的财务管理,在保险、投资和养老规划上做得更好。值得一提的是: 2011年陈惠蓉顺利地获得持牌理财顾问的资格,入行两年就得到这个资格,勤奋的见证。

施比受更有福,回馈社区的善义之举点缀着闯荡之旅,使之更加多彩多姿,更有意义。陈惠蓉经常开讲座,给人们科普理财规划,也经常写文章,分享理财规划的基本知识。在社区做义工早已是家常便饭,在教会帮忙,在社区举办活动,在学校帮助华人家长,到山上修整步道,等等。陈惠蓉常说:“我得到的比付出的还多。”

闯荡之旅继续着,一样充满刺激和挑战,富有意义,也收获满满。