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Sophie Chen

Head of Division | Sequoia Family Office at Sequoia Financial Group
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About Sophie Chen

Sophie Chen is Head of Division | Sequoia Family Office of Sequoia Financial Group based in 555 Collins St Level 20 Melbourne, Victoria 3000, AU. Sequoia Financial Group is a Finance, Capital Markets company in 555 Collins St Level 20 Melbourne, Victoria 3000, AU with 47 employees.

Sophie Chen has 15 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Sophie Chen have a experience in top university. Sophie Chen holds a degree from kaplan professional, with 12 years since graduation. Their career does not include experience at a global enterprise, with a base location in melbourne, victoria, australia, au.

Sophie Chen Social
Sophie Chen Work
Sophie Chen have been working for 15 years. Currently Sophie Chen is the Head of Division | Sequoia Family Office @Sequoia Financial Group, with experience in Director @Noah Holdings Australia
Head of Division | Sequoia Family Office
2021 - Present · 4 years and 4 months
Director
Aug 2019 - Present · 5 years and 9 months
Afsl Responsible Manager
2018 - Present · 7 years and 4 months
About Sophie Chen's Current Company
51-200 Employees

Sequoia Financial Group is founded in 2009, operates from its headquarter in 555 Collins St Level 20 Melbourne, Victoria 3000, AU. The company operates in the Finance, Capital Markets sector.

Sequoia Financial Group specializes in Corporate advisory, Capital markets, Financial planning, Asset management, Family office services, Legal services, Financial media, and offers services including Investment and superannuation products, Wealth management and advisory services, and Corporate advisory and capital markets expertise.

Year Founded
2009
Social Media
Linkedin
Business Model
Producer, Distributor, Service providers
Primary Industry
Finance, Capital Markets
Secondary Industry
Finance, Insurance
HQ Location
555 Collins St Level 20 Melbourne, Victoria 3000, AU
Expertise
Corporate advisoryCapital marketsFinancial planningAsset managementFamily office servicesLegal servicesFinancial media
Solutions
Investment and superannuation productsWealth management and advisory servicesCorporate advisory and capital markets expertiseRetail, wholesale and institutional trading platformsMarket data and financial news servicesSequoia SuperannuationSequoia Specialist InvestmentsSequoia Wealth ManagementSequoia Asset ManagementSequoia Family Office
Keywords
Financial ServicesInvestment ManagementWealth ManagementPortfolio ManagementSuperannuationRetirement PlanningFinancial PlanningInvestment AdviceSelf-Directed InvestingRetail Financial Services
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Sophie Chen Education

Sophie Chen completed at kaplan professional (2013 - 2014) , at curtin university (2010 - 2012) , etc

kaplan professional
2013 - 2014
curtin university
finance
2010 - 2012
the university of western australia
management,accounting,financial accounting
2005 - 2008
Sophie Chen Skills
Project and Plan Management
Strategic Planning, Project Planning, Finance
Team and Leadership
Performance Management
Customer Relations and Sales
Marketing
Technology and Engineering
Microsoft Office
Other
Superannuation, Wealth Management, Financial Planners, Strategic Financial Planning

Sophie Chen Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Sophie Chen found in 2025.

  • Email AddressS**@com.auPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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