Financial Adviser
· SYDNEY, NSW
Irene Chau
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006313
Irene Chau is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Irene is currently authorised under Alteris Financial Group Pty Ltd. Irene 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 Certified Financial Planner from Financial Advice Association Australia. Irene is a member of Financial Advice Association of Australia (FAAA) and 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
1995
Bachelor of Commerce
The University of Western Australia
1997
Bachelor of Business
Edith Cowan University (ECU)
1999
Master of Business
Edith Cowan University (ECU)
2008
Diploma of Financial Services (Financial Planning)
Australian College of Professionals
2011
Certified Financial Planner
Financial Advice Association Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
Principles in Self Managed Superannuation Funds
International Institute of Technology
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MWL FINANCIAL SERVICES PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register