Blanche Chan
Financial Adviser in Beverly Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246369
- Location
- Beverly Hills NSW 2209
- Licensee
- Mooncunningham Financial Services Pty Ltd (AFSL 555843)
- Authorised since
- 1 July 2024
- First provided advice
- 2016
- Qualifications
- Bachelor in Commerce in Accounting, The University of New South Wales (1991); Chartered Accountant, Institute of Chartered Accountants Australia (1994); Master of Economics, Macquarie University (1995); SMSF Specialisation Course, Australian School of Business (2013); Diploma of Financial Planning, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); FPC003- Superannuation and Retirement Advice, Kaplan (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Blanche Chan
Blanche Chan is a financial adviser in Beverly Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001246369.
Blanche provides advice as an authorised representative of Mooncunningham Financial Services Pty Ltd, which holds Australian financial services licence 555843. That authorisation dates from 1 July 2024.
According to the register, Blanche first provided financial advice in 2016. Qualifications and training on file include Bachelor in Commerce in Accounting (The University of New South Wales, 1991), Chartered Accountant (Institute of Chartered Accountants Australia, 1994) and Master of Economics (Macquarie University, 1995). Blanche is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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.
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Questions people ask
Is Blanche Chan a registered financial adviser?
Yes. Blanche Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246369.
Which licensee does Blanche Chan work under?
Mooncunningham Financial Services Pty Ltd, Australian financial services licence 555843.
What can Blanche 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; derivatives.