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