Financial Adviser
· PARRAMATTA, NSW
Lynne Tan
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301863
Lynne Tan is a financial adviser based in Parramatta, New South Wales, with 20 years of experience in the financial services industry. Lynne is currently authorised under Mufg Retire360 Pty Limited. Lynne 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 Commerce from Deakin University. Lynne 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
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
Deakin University
2001
Bachelor of Science
Deakin University
2006
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
FNS60404 Advanced Diploma of Financial Services
Kaplan Professional