Alan Chung
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003422
- Location
- Perth WA 6000
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 9 February 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Western Australia (2009); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Chung
Alan Chung is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001003422.
The licensee Alan advises under is Hillross Financial Services Limited (AFS licence 232705). That authorisation dates from 9 February 2024.
According to the register, Alan first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (University of Western Australia, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2012).
Alan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Alan Chung a registered financial adviser?
Yes. Alan Chung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003422.
Which licensee does Alan Chung work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Alan Chung give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."