Financial Adviser
· GORDON, NSW
Jeffery Chan
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413673
Jeffery Chan is a financial adviser based in Gordon, New South Wales, with 14 years of experience in the financial services industry. Jeffery is currently authorised under Avalonfs Pty Ltd. Jeffery 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 Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Finsia
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2018
Graduate Diploma of Financial Planning
Kaplan
2018
Master of Financial Planning
Kaplan
2019
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
Registration History
No Margin Lending
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Further Restrictions : Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register