Financial Adviser
· ROUSE HILL, NSW
Jade Tan
No disciplinary history on record with ASIC
21
Years experience
ASIC Registered · ADV 000316316
Jade Tan is a financial adviser based in Rouse Hill, New South Wales, with 21 years of experience in the financial services industry. Jade is currently authorised under Wealth Forum Pty Ltd. Jade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Jade is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2002
Bachelor of Business (Finance and Information Technology
University of Technology Sydney
2006
Certified Financial Planner
Financial Advice Association of Australia
2010
Life Risk Specialist
Financial Advice Association of Australia
2012
Advanced Diploma of Financial Services
Pinnacle Financial Services Academy
2012
SMSF Specialist Adviser
SMSF Association
2015
TASA and the TPB Code of Professional Conduct
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
FASEA Exam
FASEA
2021
Margin Lending Specialist
Kaplan
Registration History
Restrictions: Securities - Class of product advice only. SMSF restriction.Supervises and/or administers the provision of personal financial advice of ANZ representatives who provide advice on the relevant financial products only.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. Supervises and/or administers the provision of personal financial advice of ANZ representatives who provide advice on the relevant financial products only.
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.
Source: ASIC Financial Advisers Register