Financial Adviser
· HEIDELBERG, VIC
Frank Ka Fai Sinn
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003966
Frank Ka Fai Sinn is a financial adviser based in Heidelberg, Victoria, with 22 years of experience in the financial services industry. Frank is currently authorised under Lifespan Financial Planning Pty Ltd. Frank 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 The University of Melbourne. Frank is a member of CPA Australia (CPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Commerce
The University of Melbourne
2003
Certified Practising Accountant
CPA Australia
2003
Diploma of Financial Planning
Financial Planning Association
2003
Diploma of Financial Services (Financial Planning)
Integratec
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register