ANDREW CHAN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2011 - Bachelor of Business (Property) - Bachelor Degree (AQF 7) - University of South Australia
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Relevant Provider Exam - Other - FASEA
2026 - Tax for Financial Advising - Other - Kaplan
ā¹ļø 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.