Irene Chau has been providing financial and investment advice to families and high-net-worth individuals for over twenty years. She specialises in working with families, business owners, doctors, and medical specialists—helping them gain clarity around their financial goals and creating strategic, personalised plans to turn those goals into reality.

With deep technical expertise and a strong sense of empathy, Irene takes a thoughtful, human-centered approach to advice. She is known for listening attentively, communicating clearly, and empowering clients to make confident, well-informed financial decisions. Her strength lies in making complex matters easier to understand, allowing clients to focus on what truly matters to them.

Irene has held senior roles at some of the world’s most respected financial institutions, including the Equities Division at Goldman Sachs, wealth management at Citigroup, and advisory and leadership positions at IOOF, Ipac Securities, and AMP.

She collaborates closely with accountants and other professionals to provide integrated advice across investments, tax planning, and superannuation, with a particular focus on self-managed superannuation funds (SMSFs) and intergenerational wealth planning. Irene is also active in advisor development and maintains strong professional relationships built on trust and collaboration.

Qualifications and professional memberships: 

• Certified Financial Planner (CFP®) 

• Self-Managed Super Fund Specialist Advisor (SSA®) 

• Master of Business (Finance) 

• Graduate of the Australian Institute of Company Directors (GAICD) 

• Registered Tax (Financial) Agent – Tax Practitioners’ Board 

• AML/CTF Graduate Program: Regulation and Risk (AFMA & ICA) Level 1 

• Justice of the Peace (JP) 

• Professional Member – Financial Planning Association (FPA)

Irene believes that while technical capability is the foundation of good advice, its true value lies in helping clients gain clarity, simplify complexity, and take meaningful steps toward achieving their financial and lifestyle goals—both now and into the future.

Outside of work, Irene enjoys hiking, kayaking, and urban sketching.