Barry Ka Fu Chan – Financial Adviser

Adviser identifying number: 1002474
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: CITIGROUP PTY LIMITED
Licence number: 238098
Licensee’s ABN: 88004325080
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited

The date the Financial Adviser commenced the appointment: 19/10/2015
The date the Financial Adviser ceased the appointment: 04/08/2016
Name of the Authorised Representative: CITIGROUP PTY LIMITED
Authorised Representative identifying number: 000238098
Authorised Representative’s ABN: 88004325080

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:

  • Certified Financial Planning – Deakin University
  • Diploma Financial Planning – Deakin University
  • Diploma in Marketing – Chartered Institute of Marketing UK
  • Master of Business Administration – University of East Asia
  • SMSF – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Barry Ka Fu Chan is authorised to provide advices on following products: