Financial Adviser · NORTH SYDNEY, NSW

Stuart Phillip Chan

9 Years experience

Tax advice
authorised

Currently at

Cutcher & Neale Financial Services Pty Ltd

Newcastle West, NSW

View firm profile

ASIC Registered · ADV 001256997

Stuart Phillip Chan is a financial adviser based in North Sydney, New South Wales, with 9 years of experience in the financial services industry. Stuart is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Stuart holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Macquarie University. Stuart is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce

Macquarie University

2000

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2006

Graduate Diploma in Financial Planning

Financial Services Institute of Australasia (FINSIA)

2016

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education

2018

Complex Lending and Broking SUB--647522

Kaplan Higher Education

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Jul 2017 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register