KHAI TUAN PHAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2005 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of New South Wales
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2025 - Commercial Law - Other - Kaplan Higher Education
2025 - Tax for financial advisers - Other - Kaplan Higher Education
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.