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