ANDREW CHUN SING CHAN (Adviser# 000339595) 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 August 5, 2013.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW CHUN SING CHAN |
| Adviser Number | 000339595 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000438287 PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 90161632408 |
| Adviser Start Date | 2013-08-05 |
| Appointing Representative Name | PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000438287 |
| Appointing Representative ABN | 90161632408 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Graduate Diploma of Applied Finance | Kaplan |
| Graduate Diploma of Arts (Compliance) | Charles Sturt University |
| Margin Lending and Gearing Investments Certification | Kaplan |
| Masters of Financial Planning | Kaplan |
| Self Managed Superannuation Fund Course | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000438287 | PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD | 2013-08-05 - | PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD |
| 000321972 | HENDERSON MAXWELL PTY LTD | 2009-07-27 - 2013-08-05 | ANDREW CHUN SING CHAN |
| Licence Name | PHOENIX PRIVATE WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000438287 |
| Licence ABN | 90161632408 |
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| 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.