ALEX CHAN
Financial Adviser · Box Hill North, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce/Arts - - Deakin University
2012 - Diploma of Financial Planning - - Kaplan Professional
2012 - Margin Lending - - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - - Kaplan
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.