Peter Chan – Financial Adviser

Adviser identifying number: 1001092
Status: Current
Adviser’s ABN: 66360572453
The year the Financial Adviser first provided advice: 1973

Name of the licence holder: TUCKER MCNEIL PTY LIMITED
Licence number: 238191
Licensee’s ABN: 81004001469
Licence controlled by: TUCKER MCNEIL PTY LIMITED

The date the Financial Adviser commenced the appointment: 26/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TUCKER MCNEIL PTY LIMITED
Authorised Representative identifying number: 238191
Authorised Representative’s ABN: 81004001469

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:

• Dip Fin Planning 1 2 3 4 & 5 – FPA
• Diploma of Financial Services (Insurance Broking) – NIBA
• Diploma of Life Insurance – ANZIIF
• LTC1&2 plus Disability Certificate – Life Underwriters Association

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• National Insurance Brokers Association (NIBA)

Peter Chan is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation