Financial Adviser · SYDNEY, NSW

Azure Chai

SYDNEY, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002999
Licensee
Sydney, NSW (licence address on ASIC register)

About Azure Chai

Azure Chai is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Azure is currently authorised under Bridges Financial Services. Azure holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Azure's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd. Azure is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Arts
University of Central Lancashire
1996
Master of Business Administration (International Business)
University of Stirling
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute Education
2009
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2012
Certified Financial Planner
Financial Planning Association of Australia Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2025
Commercial Law
Kaplan Education Pty Ltd
2025
Tax for Financial Advising
Kaplan Education Pty Ltd

Registration History

Apr 2023 - Present Current
Securities: advice is limited to approved model portfolios only.
Oct 2017 - Mar 2023 Ceased
Jul 2011 - Oct 2017 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Mar 2010 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register