Financial Adviser
· BOX HILL NORTH, VIC
Lawrence Chan
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327192
Lawrence Chan is a financial adviser based in Box Hill North, Victoria, with 18 years of experience in the financial services industry. Lawrence is currently authorised under Apex Macro Financial Group Pty. Ltd.. Lawrence holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelow of Business (International)
Swinburne University
2008
Diploma of Financial Planning FNS50804
Mentor Education group
2009
Advanced Diploma of Financial Planning
Mentor Education group
2010
Graduate Certificate of Financial Planning
Kaplan
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2013
Graduate Diploma of Financial Planning
Kaplan