Financial Adviser
· BEVERLY HILLS, NSW
Blanche Chan
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246369
Blanche Chan is a financial adviser based in Beverly Hills, New South Wales, with 10 years of experience in the financial services industry. Blanche is currently authorised under Mooncunningham Financial Services Pty Ltd. Blanche 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 Master of Economics from Macquarie University. Blanche is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor in Commerce in Accounting
The University of New South Wales
1994
Chartered Accountant
Institute of Chartered Accountants Australia
1995
Master of Economics
Macquarie University
2013
SMSF Specialisation Course
Australian School of Business
2017
Diploma of Financial Planning
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC003- Superannuation and Retirement Advice
Kaplan
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
Superannuation including Self-Managed Superannuation Funds
Source: ASIC Financial Advisers Register