Andrew Chan
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003676
- Location
- Adelaide SA 5000
- Licensee
- Canaccord Genuity Financial Limited (AFSL 239052)
- Authorised since
- 22 August 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Property), University of South Australia (2011); Diploma of Financial Planning, Investment Banking Institute (2013); Advanced Diploma of Financial Planning, Mentor Education (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Relevant Provider Exam, FASEA (2020); Tax for Financial Advising, Kaplan (2026)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Chan
Andrew Chan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001003676).
Andrew provides advice as an authorised representative of Canaccord Genuity Financial Limited, which holds Australian financial services licence 239052. That authorisation dates from 22 August 2022.
The register records 2014 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Business (Property) (University of South Australia, 2011), Diploma of Financial Planning (Investment Banking Institute, 2013) and Advanced Diploma of Financial Planning (Mentor Education, 2019).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Chan a registered financial adviser?
Yes. Andrew Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003676.
Which licensee does Andrew Chan work under?
Canaccord Genuity Financial Limited, Australian financial services licence 239052.
What can Andrew Chan 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.