Financial Adviser · WEST PERTH, WA

Nancy Puilan Chan-le

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001300957

Nancy Puilan Chan-le is a financial adviser based in West Perth, Western Australia, with 3 years of experience in the financial services industry. Nancy is currently authorised under Hillross Financial Services Limited. Nancy 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

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

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Accredited Aged Care Professional

Aged Care Steps

2024

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Dec 2022 - 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