Adrian Chan
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003414
- Location
- Melbourne VIC 3000
- Licensee
- Zurich Assure Australia Pty Limited (AFSL 538863)
- Authorised since
- 1 February 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, University of Melbourne (2005); Graduate Diploma in Professional Accounting, University of Melbourne (2007); Diploma of Financial Planning, Integrity Education Group (2014); Self Managed Superannuation Funds, Integrity Education Group (2014); Advanced Diploma of Financial Planning, Integrity Education Group (2018); Ethics and Professionalism, Kaplan (2021); Certified Financial Planner, Financial Advice Association of Australia Ltd (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About Adrian Chan
Adrian Chan is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003414.
Advice is given under the Australian financial services licence of Zurich Assure Australia Pty Limited, licence number 538863. That authorisation dates from 1 February 2023.
The register records 2014 as the year Adrian first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 2005), Graduate Diploma in Professional Accounting (University of Melbourne, 2007) and Diploma of Financial Planning (Integrity Education Group, 2014). Adrian is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adrian Chan a registered financial adviser?
Yes. Adrian Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003414.
Which licensee does Adrian Chan work under?
Zurich Assure Australia Pty Limited, Australian financial services licence 538863.
What can Adrian Chan give advice on?
The register lists these advice areas: superannuation; life risk insurance.