Jade Tan
Financial Adviser in Rouse Hill, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316316
- Location
- Rouse Hill NSW 2155
- Licensee
- Wealth Forum Pty Ltd (AFSL 389528)
- Authorised since
- 8 August 2025
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Finance and Information Technology, University of Technology Sydney (2002); Certified Financial Planner, Financial Advice Association of Australia (2006); Life Risk Specialist, Financial Advice Association of Australia (2010); Advanced Diploma of Financial Services, Pinnacle Financial Services Academy (2012); SMSF Specialist Adviser, SMSF Association (2012); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice, Kaplan (2020); FASEA Exam, FASEA (2020); Margin Lending Specialist, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); 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 Jade Tan
Jade Tan is a financial adviser in Rouse Hill, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000316316.
Advice is given under the Australian financial services licence of Wealth Forum Pty Ltd, licence number 389528. The current authorisation started on 8 August 2025.
According to the register, Jade first provided financial advice in 2005. The qualifications listed for Jade include Bachelor of Business (Finance and Information Technology (University of Technology Sydney, 2002), Certified Financial Planner (Financial Advice Association of Australia, 2006) and Life Risk Specialist (Financial Advice Association of Australia, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and 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 Jade Tan a registered financial adviser?
Yes. Jade Tan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316316.
Which licensee does Jade Tan work under?
Wealth Forum Pty Ltd, Australian financial services licence 389528.
What can Jade Tan 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.