STUART PHILLIP CHAN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2000 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (FINSIA)
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education
2018 - Complex Lending and Broking SUB--647522 - Other - Kaplan Higher Education
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.