Chan Kow Thong
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003307
- Location
- Bella Vista NSW 2153
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 24 July 2018
- First provided advice
- 2001
- Qualifications
- Bachelor of Economics, Universiti Utara Malaysia (1997); Diploma of Financial Advising, Securities Institute (2003); Self Managed Superannuation Funds, Financial Essentials (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Commercial Law, Kaplan Higher Education Pty Limited (2025)
- 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 Chan Kow Thong
On the Financial Advisers Register kept by ASIC, Chan Kow Thong appears as a current financial adviser in Bella Vista, New South Wales, adviser number 001003307.
The licensee Chan advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 24 July 2018.
According to the register, Chan first provided financial advice in 2001. Qualifications and training on file include Bachelor of Economics (Universiti Utara Malaysia, 1997), Diploma of Financial Advising (Securities Institute, 2003) and Self Managed Superannuation Funds (Financial Essentials, 2009).
Chan 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 Chan Kow Thong a registered financial adviser?
Yes. Chan Kow Thong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003307.
Which licensee does Chan Kow Thong work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Chan Kow Thong 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."