Andrew Chun Sing Chan – Financial Adviser

Adviser identifying number: 339595
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD
Licence number: 438287
Licensee’s ABN: 90161632408
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/08/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 438287
Authorised Representative’s ABN: 90161632408

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Graduate Diploma of Applied Finance – Kaplan
• Graduate Diploma of Arts (Compliance) – Charles Sturt University
• Margin Lending and Gearing Investments Certification – Kaplan
• Masters of Financial Planning – Kaplan
• Self Managed Superannuation Fund Course – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Andrew Chun Sing Chan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility