MARK CHAN
Financial Adviser · Canningvale, WA
📚 Qualifications & Training
2009 - Self Managed Super Funds - - Kaplan
2011 - Margin Lending & Geared Investments - - Kaplan
2012 - Advanced Diploma of Financial Planning - - Kaplan
2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - self managed Super funds - Professional Designations - Adelaide University
🏢 Professional Memberships
SMSF Association
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.