GA YEE CHAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2014 - Bachelor of Business (Financial Management & Financial Planning) - Bachelor Degree (AQF 7) - La Trobe University
2016 - Tier 1 - Securities - Personal Advice - Other - Kaplan Professional
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association
2020 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.