LAWRENCE CHAN
Financial Adviser · Box Hill North, VIC
📚 Qualifications & Training
2008 - Bachelow of Business (International) - Bachelor Degree (AQF 7) - Swinburne University
2008 - Diploma of Financial Planning FNS50804 - - Mentor Education group
2009 - Advanced Diploma of Financial Planning - - Mentor Education group
2010 - Graduate Certificate of Financial Planning - - Kaplan
2012 - Self Managed Superannuation Funds - - Kaplan Professional Education
2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.