Financial Adviser · ST LEONARDS, NSW

Cichen Duan

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001296978

Cichen Duan is a financial adviser based in St Leonards, New South Wales, with 3 years of experience in the financial services industry. Cichen is currently authorised under Akumin Financial Planning Pty Limited. Cichen 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 International Business from Macquarie University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Master of International Business

Macquarie University

2017

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2022

Commercial Law

Kaplan Higher Education Pty Limited

2023

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

May 2022 - Present Current

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