Dewi Chan
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338272
- Location
- South Perth WA 6151
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 18 June 2009
- First provided advice
- 2009
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (FPA) (2007); Bachelor of Commerce (Accounting and Financial Planning), Curtin University (2008); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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
- 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 Dewi Chan
On the Financial Advisers Register kept by ASIC, Dewi Chan appears as a current financial adviser in South Perth, Western Australia, adviser number 000338272.
The licensee Dewi advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 18 June 2009.
The register records 2009 as the year Dewi first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia (FPA), 2007), Bachelor of Commerce (Accounting and Financial Planning) (Curtin University, 2008) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009).
The authorisation covers advice 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.
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 Dewi Chan a registered financial adviser?
Yes. Dewi Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338272.
Which licensee does Dewi Chan work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Dewi 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. 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."