LAWRENCE CHAN


Licensee: APEX MACRO FINANCIAL GROUP PTY. LTD.

LAWRENCE CHAN (Adviser# 000327192) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LAWRENCE CHAN
Adviser Number 000327192
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000498715
APEX MACRO FINANCIAL GROUP PTY. LTD.
Adviser Start Date 2018-01-03
Appointing Representative Name APEX MACRO FINANCIAL GROUP PTY. LTD.
Appointing Representative Number 000498715
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • LAWRENCE CHAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education group
Diploma of Financial Planning FNS50804 Mentor Education group
Graduate Certificate of Financial Planning Kaplan
Graduate Diploma of Financial Planning Kaplan
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000498715 APEX MACRO FINANCIAL GROUP PTY. LTD. 2018-01-03 - APEX MACRO FINANCIAL GROUP PTY. LTD.
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2014-07-09 - 2017-11-30 DOVER FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name APEX MACRO FINANCIAL GROUP PTY. LTD.
Licence Number 000498715

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.