Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Mark Chan

25 Years experience
Tax advice
authorised
Currently at
Fortnum Private Wealth Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000340608

Mark Chan is a financial adviser based in Parramatta, New South Wales, with 25 years of experience in the financial services industry. Mark is currently authorised under Fortnum Private Wealth Ltd. Mark 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 Certified Financial Planner from Financial Planning Association Australia. Mark is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2001
Bachelor of Commerce (Hospitality Management and Marketing)
University of New South Wales
2003
Diploma of Financial Planning
Financial Planning Association Australia
2010
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2014
Certified Financial Planner
Financial Planning Association Australia
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd
Dec 2019 - Present Current
Commonwealth Financial Planning Limited
Sep 2009 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register