Financial Adviser
· MELBOURNE, VIC
Ga Yee Chan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265633
About Ga Yee Chan
Ga Yee Chan is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Ga is currently authorised under Lifewealth. Ga holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ga's qualifications include a Certified Financial Planner from Financial Planning Association. Ga 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business (Financial Management & Financial Planning)
La Trobe University
2016
Tier 1
Personal Advice - Other - Kaplan Professional
2017
Certified Financial Planner
Financial Planning Association
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education