About the Author

Wai-Yee Chen
Investment Adviser, Morgans Financial Limited (at time of writing)

Wai-Yee Chen was a Research Analyst from 1996 and has been advising clients on their investment strategies and managing clients' portfolios since 1998. Wai-Yee provides advice on a large spectrum of investment products, namely direct equities, fixed interest securities, derivatives (including options trading and strategies) managed funds and personal risk management products, in addition to financial planning and investment advice for self-managed superannuation funds. Wai-Yee is a Certified Practising Accountant (CPA), holds a Masters in Applied Finance from Macquarie University, a Diploma in Financial Planning (DFP8) with the Financial Planning Association and is a Level 2 (highest) ASX Derivative Accredited Adviser. Wai-Yee regularly presents to clients, does market commentary for Sky Business News and Channel Seven and writes for industry publications.

Articles by Wai-Yee Chen

Showing 1 to 3 of 3 articles:
WAI-YEE CHEN  |  TUESDAY, 3 NOV 2015
The instinct to protect ourselves from harm is instinctual. But we do make conscious decisions to go against this instinct, in pursuit of something else. The adrenalin rush, the sense of achievement, to save lives, to have more; these other instincts ... Read more
WAI-YEE CHEN  |  MONDAY, 27 SEP 2010
Wai-Yee Chen, head of derivatives for RBS Morgans' Sydney Asian Desk, discusses in this paper the effect of the global financial crisis on investments. It looks at how the GFC not only affected people's bank accounts, purse strings and nest eggs but ... Read more
WAI-YEE CHEN  |  MONDAY, 1 JAN 2007
Many everyday investors do not use options as part of their investment strategy; it is viewed as either too risky or too complex. There are numerous advantages in using options strategically in a portfolio. Mainly, they can be used to generate an income ... Read more
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