MARK CHAN
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce (Hospitality Management and Marketing) - Bachelor Degree (AQF 7) - University of New South Wales
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association Australia
2010 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2014 - Certified Financial Planner - Professional Designations - Financial Planning Association Australia
2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.