Financial Adviser · BELLA VISTA, NSW

Chan Kow Thong

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003307

Chan Kow Thong is a financial adviser based in Bella Vista, New South Wales, with 25 years of experience in the financial services industry. Chan is currently authorised under Akumin Financial Planning Pty Limited. Chan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Economics

Universiti Utara Malaysia

2003

Diploma of Financial Advising

Securities Institute

2009

Self Managed Superannuation Funds

Financial Essentials

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2020

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2018 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

Mar 2016 - Jul 2018 Ceased

Westpac Banking Corporation

Feb 2004 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register