Financial Adviser · DULWICH, SA

Edmund Chen

Tax advice
authorised
ASIC Registered · ADV 001305865

Edmund Chen is a financial adviser based in Dulwich, South Australia. Edmund is currently authorised under Hood Sweeney Securities Pty Ltd. Edmund 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 Finance from The University of Adelaide. Edmund 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 Deposit Products Government Bonds

Restrictions: Edmund Chen is not authorised to provide financial product advice on Margin Lending Facilities. Edmund Chen is not authorised to deal in Margin Lending Products.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Finance
The University of Adelaide
2008
Graduate Certificate in Financial Planning
FINSIA
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2023 - Present Current
Edmund Chen is not authorised to provide financial product advice on Margin Lending Facilities. Edmund Chen is not authorised to deal in Margin Lending Products.

Source: ASIC Financial Advisers Register