JEFFERY CHAN
Financial Adviser · Pennant Hills, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Finsia
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
2019 - Certificate IV in Finance and Mortgage Broking - - AAMC Training Group
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.