Financial Adviser
· BOX HILL NORTH, VIC
Alex Chan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002660
Alex Chan is a financial adviser based in Box Hill North, Victoria, with 19 years of experience in the financial services industry. Alex is currently authorised under Apex Macro Financial Group Pty. Ltd.. Alex 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/Arts from Deakin University.
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
2007
Bachelor of Commerce/Arts
Deakin University
2012
Diploma of Financial Planning
Kaplan Professional
2012
Margin Lending
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan
Registration History
Authorised to give superannuation advice, excluding SMSF.
Source: ASIC Financial Advisers Register