Maggie Chen

Director | Financial Adviser
FSP104728
Disclosure Statement

Maggie Chen has been in the insurance industry for more than two decades, obtaining MDRT and International Dragon Award IDA lifetime membership. Her motivation for beginning a career in insurance was achieving a work-life balance, gaining the flexibility in time and location that would enable her to balance family time with her work schedule.

Maggie is extremely passionate about insurance. Believing that insurance offers protection that every family needs, she generously shares her time and expertise with people new to insurance, bringing the significance and value of insurance into her clients’ homes.

She has three children and a happy household spanning three generations: she has personally walked through the life goals she set at the beginning. As a professional woman balancing family and career, she has to deal with an emotional tug of war. Breaking through obstacles and barriers has enabled Maggie to found and build Wisdom8 as a company and as a brand.

Awards:

  • Life Member of the Million Dollar Round Table (MDRT)
  • Life Member of International Dragon Award (IDA)

Qualifications:

Maggie has the following qualifications relevant to the giving of insurance advice:

  • New Zealand Certificate in Financial Service (Level 5) (Life, Disability and Health Insurance), 2021
  • The Life, Disability and Health Insurance Strand V2, 2021
  • The Core Strand V2, 2021
  • The Life and Health Insurance Strand V1, 2020
  • The FastTrack Foundation Skills Programme, 2009
  • Adviserlink Practice Management, 2004
  • Adviserlink Risk Management, 2003
  • Adviserlink Business Financial Services Course, 2004
  • Adviserlink Introduction to Financial Planning, 2003
  • Insurance Sales Preliminary (Open Polytech) Certificate of NZ (FPIA), 2002
  • Waikato University Bachelor of Management Studies, 2000

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