Financial Adviser
· SYDNEY, NSW
Andrew Chun Sing Chan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339595
Andrew Chun Sing Chan is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Andrew is currently authorised under Phoenix Private Wealth Management Pty Ltd. Andrew 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 Masters of Financial Planning from Kaplan. Andrew is a member of SMSF Association.
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
2005
Graduate Diploma of Arts (Compliance)
Charles Sturt University
2009
Self Managed Superannuation Fund Course
Kaplan
2010
Margin Lending and Gearing Investments Certification
Kaplan
2012
Graduate Diploma of Applied Finance
Kaplan
2016
Masters of Financial Planning
Kaplan