Both Chan – Financial Adviser

Adviser identifying number: 1003000
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence number: 240019
Licensee’s ABN: 37096452318
Licence controlled by: FSS Trustee Corporation

The date the Financial Adviser commenced the appointment: 16/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 240019
Authorised Representative’s ABN: 37096452318

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Commerce – Macquarie University
• Diploma of Financial Services – Kaplan Professional

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

Both Chan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation