SIM HAN CHAN
Financial Adviser · Sutherland, NSW
📚 Qualifications & Training
1980 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT)
2022 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
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.