Andrew Chun Sing Chan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339595
- Location
- Sydney NSW 2000
- Licensee
- Phoenix Private Wealth Management Pty Ltd (AFSL 438287)
- Authorised since
- 5 August 2013
- First provided advice
- 2007
- Qualifications
- Graduate Diploma of Arts (Compliance), Charles Sturt University (2005); Self Managed Superannuation Fund Course, Kaplan (2009); Margin Lending and Gearing Investments Certification, Kaplan (2010); Graduate Diploma of Applied Finance, Kaplan (2012); Masters of Financial Planning, Kaplan (2016)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Chun Sing Chan
Andrew Chun Sing Chan is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000339595.
The licensee Andrew advises under is Phoenix Private Wealth Management Pty Ltd (AFS licence 438287). The current authorisation started on 5 August 2013.
According to the register, Andrew first provided financial advice in 2007. The qualifications listed for Andrew include Graduate Diploma of Arts (Compliance) (Charles Sturt University, 2005), Self Managed Superannuation Fund Course (Kaplan, 2009) and Margin Lending and Gearing Investments Certification (Kaplan, 2010). Andrew is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Chun Sing Chan a registered financial adviser?
Yes. Andrew Chun Sing Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339595.
Which licensee does Andrew Chun Sing Chan work under?
Phoenix Private Wealth Management Pty Ltd, Australian financial services licence 438287.
What can Andrew Chun Sing 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; standard margin lending.