Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH PERTH, WA

Dewi Chan

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000338272

Dewi Chan is a financial adviser based in South Perth, Western Australia, with 17 years of experience in the financial services industry. Dewi is currently authorised under Akumin Financial Planning Pty Limited. Dewi 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2008
Bachelor of Commerce (Accounting and Financial Planning)
Curtin University
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2009 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register