Financial Adviser · ADELAIDE, SA

Andrew Chan

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003676

Andrew Chan is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry. Andrew is currently authorised under Canaccord Genuity Financial Limited. 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 Bachelor of Business (Property) from University of South Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Business (Property)
University of South Australia
2013
Diploma of Financial Planning
Investment Banking Institute
2019
Advanced Diploma of Financial Planning
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Relevant Provider Exam
FASEA
2026
Tax for Financial Advising
Kaplan

Registration History

Aug 2022 - Present Current
Nov 2019 - Jul 2022 Ceased
Feb 2018 - Jul 2022 Ceased
May 2017 - Oct 2017 Ceased
Scope of Authority: Limited(a) provide financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(B) deposit products other than basic deposit products;(ii) debentures, stocks or bonds issued or proposed to be issued by a Government;(iii) life products including:(A) investment life insurance products as well as any products issued by aRegistered Life Insurance Company that are backed by one or more of itsstatutory funds; and(B) life risk insurance products as well as any products issued by a RegisteredLife Insurance Company that are backed by one or more of its statutoryfunds;(iv) interests in managed investment schemes;(v) securities; and(vi) superannuation, excluding Self Managed Superannuation Funds (SMSFs);Industry Fund Services Limited, 2016(b) deal in a financial product by:(i) applying for, acquiring, varying or disposing of a financial product on behalf ofanother person in respect of the following classes of products:(A) deposit and payment products limited to:(1) basic deposit products;(B) life products including:(1) investment life insurance products as well as any products issuedby a Registered Life Insurance Company that are backed by one ormore of its statutory funds; and(2) life risk insurance products as well as any products issued by aRegistered Life Insurance Company that are backed by one or moreof its statutory funds;(C) interests in managed investment schemes;(D) securities; and(E) superannuation, excluding Self Managed Superannuation Funds (SMSFs);to retail or wholesale clients.
Dec 2014 - Apr 2017 Ceased
GOLDEN FINANCIAL GROUP PTY LTD
Jul 2013 - May 2014 Ceased

Source: ASIC Financial Advisers Register