MICHAEL NGEE TIONG TAN
Financial Adviser · Cherrybrook, NSW
📚 Qualifications & Training
1968 - Bachelor of Commerce - - University of Birmingham
1989 - Chartered Accountant - - Chartered Accountants Australia
2000 - PhD Governance and Banking - - University of NSW
2006 - Certified Financial Planner - - FPA
2006 - Diploma of Financial Planning - - FPA
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.