Financial Adviser
· SYDNEY, NSW
Khai Tuan Phan
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246107
Khai Tuan Phan is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Khai is currently authorised under Financial Mandate Pty Ltd. Khai 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 Commerce from University of New South Wales.
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
Bachelor of Commerce
University of New South Wales
2005
Bachelor of Laws
University of New South Wales
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Professional
2025
Commercial Law
Kaplan Higher Education
2025
Tax for financial advisers
Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products (b) life risk insurance products, Interest in Managed Investment Schemes including IDPS, Securities, Retirement Savings (RSA) products, Superannuation and Standard Margin Lending Facility.
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register