Financial Adviser
· SUTHERLAND, NSW
Sim Han Chan
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420152
Sim Han Chan is a financial adviser based in Sutherland, New South Wales, with 17 years of experience in the financial services industry. Sim is currently authorised under Gj Private Group Pty Ltd. Sim 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 Economics from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1980
Bachelor of Economics
University of Sydney
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Intellitrain Pty Ltd
2010
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2022
Diploma of Finance and Mortgage Broking Management
International Institute of Technology Pty Ltd (IIT)
2024
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AG STOCKBROKING LTD
Source: ASIC Financial Advisers Register