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: