LUCINDA CHAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1992 - Bachelor of Business (Business Administration) - Bachelor Degree (AQF 7) - University of Technology, Sydney
2002 - Investment Planning 1 - Other - Integratec
2002 - Retirement Planning and Principles - Other - Integratec
2006 - Risk Management - Other - Tribeca
2008 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2023 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
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.