ADRIAN CHAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2007 - Graduate Diploma in Professional Accounting - Graduate Diploma (AQF 8) - University of Melbourne
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2014 - Self Managed Superannuation Funds - Other - Integrity Education Group
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2021 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.