WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
JC

Joynivee Chua

Financial Adviser

Gadaoni Advisory Pty Ltd trading as Care Financial and Accounting
Melbourne, VIC 3000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Joynivee Chua is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Joynivee holds a Graduate Diploma of Financial Planning from Kaplan Higher Education and has further distinguished herself as an SMSF Specialist Advisor through the SMSF Association. As a member of both the Institute of Public Accountants (IPA) and the SMSF Association, Joynivee adheres to the highest professional standards, ensuring clients receive informed and ethical guidance. She is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Joynivee specialises in providing strategic advice in the following areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities With a commitment to building long-term relationships, Joynivee takes the time to understand each client's unique circumstances and aspirations. Whether you are planning for retirement, managing your wealth, or seeking to protect your family's future, Joynivee can provide the expert guidance you need. Contact Joynivee today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions SMSF advice Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000340289

Verify on ASIC Register

Authorised Representative Number

001315964

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Joynivee Chua offer?

Joynivee Chua offers comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. She is authorised to advise on a range of financial products to meet your specific needs.

What are Joynivee Chua's qualifications?

Joynivee holds a Graduate Diploma of Financial Planning from Kaplan Higher Education and is an SMSF Specialist Advisor with the SMSF Association. She is also a member of the Institute of Public Accountants (IPA) and the SMSF Association.

How does Joynivee Chua approach financial planning?

Joynivee takes a client-focused approach, beginning with understanding your individual financial situation, goals, and risk tolerance. She then develops a tailored financial plan to help you achieve your objectives, providing ongoing support and adjustments as needed.

What can I expect during my first consultation with Joynivee?

During your first consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Joynivee will explain her services and how she can help you achieve your financial objectives. This is a great opportunity to ask questions and determine if she is the right financial advisor for you.

Does Joynivee Chua specialise in SMSF advice?

Yes, Joynivee is an SMSF Specialist Advisor through the SMSF Association, making her well-equipped to provide expert advice on self-managed super funds.

Get in Touch

Contact Joynivee directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.