Frank Ka Fai Sinn
Financial Adviser in Heidelberg, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003966
- Location
- Heidelberg VIC 3084
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 December 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, The University of Melbourne (1990); Certified Practising Accountant, CPA Australia (2003); Diploma of Financial Planning, Financial Planning Association (2003); Diploma of Financial Services (Financial Planning), Integratec (2003); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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 Frank Ka Fai Sinn
Frank Ka Fai Sinn is a financial adviser in Heidelberg, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003966.
Frank provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 6 December 2021.
The register records 2004 as the year Frank first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Melbourne, 1990), Certified Practising Accountant (CPA Australia, 2003) and Diploma of Financial Planning (Financial Planning Association, 2003). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Frank 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 Frank Ka Fai Sinn a registered financial adviser?
Yes. Frank Ka Fai Sinn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003966.
Which licensee does Frank Ka Fai Sinn work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Frank Ka Fai Sinn 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.