Financial Adviser
· MELBOURNE, VIC
Patricia Chan
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236697
Patricia Chan is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Patricia is currently authorised under D F S Advisory Services Pty. Ltd.. Patricia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patricia holds a Bachelor of Commerce from University of Western Australia. Patricia is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1988
Bachelor of Commerce
University of Western Australia