ADY CHING CHAN
Financial Adviser · Epping, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association (FPA) of Australia
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2016 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 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.