BLANCHE CHAN
Financial Adviser Ā· Beverly Hills, NSW
š Qualifications & Training
1991 - Bachelor in Commerce in Accounting - Bachelor Degree (AQF 7) - The University of New South Wales
1994 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants Australia
1995 - Master of Economics - Masters Degree (AQF 9) - Macquarie University
2013 - SMSF Specialisation Course - Other - Australian School of Business
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC003- Superannuation and Retirement Advice - Other - Kaplan
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.