Financial Adviser
· EPPING, NSW
Ady Ching Chan
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295179
Ady Ching Chan is a financial adviser based in Epping, New South Wales, with 21 years of experience in the financial services industry. Ady is currently authorised under Gps Wealth Ltd. Ady 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 Bachelor of Business (Finance) from University of Technology Sydney. Ady is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Finance)
University of Technology Sydney
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association (FPA) of Australia
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Self-Managed Superannuation Funds
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register