RAYMOND CHOR MAN CHAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - The University of New South Wales
1998 - Master of Commerce (Funds Management) - - The University of New South Wales
2003 - Certified Practising Accountant (CPA) - Other - CPA Australia
2010 - Margin Lending Accreditation Program - Other - Deakin Prime/SDIA
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
🏢 Professional Memberships
FINSIA
Financial Advice Association of Australia (FAAA)
SMSF Professionals' Association of Australia
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.