PANG YU CHAN
Financial Adviser · Perth, WA
📚 Qualifications & Training
2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Investment Products 1 - Securities, Derivatives, Managed Investments - Other - Kaplan Higher Education Pty Limited
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2017 - DFP5v3 Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2018 - TASACLv1 Commercial Law - Other - Kaplan Higher Education Pty Limited
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.