Kar Mun Chin
Financial Adviser in Bulleen, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332447
- Location
- Bulleen VIC 3105
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 12 July 2023
- First provided advice
- 2008
- Qualifications
- Margin Lending and Geared Investments Course, Kaplan Professional (2011); Bachelor of Business (Economics and Finance), RMIT University (2012); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC Training Group (2012); Specialist SMSF Course, AMP & University of Adelaide (2013); Certified Financial Planner (CFP) Education Program, FPA Australia (2016)
- Memberships
- Certified Financial Planner (CFP) of Financial Advice Association Australia (FAAA); Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kar Mun Chin
Kar Mun Chin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bulleen, Victoria (adviser number 000332447).
The licensee Kar advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 12 July 2023.
The register records 2008 as the year Kar first provided financial advice. Qualifications and training on file include Margin Lending and Geared Investments Course (Kaplan Professional, 2011), Bachelor of Business (Economics and Finance) (RMIT University, 2012) and Diploma of Financial Services (Finance/Mortgage Broking Management) (AAMC Training Group, 2012). Kar is recorded as a member of Certified Financial Planner (CFP) of Financial Advice Association Australia (FAAA), Financial Advice Association of Australia (FAAA) and MFAA – Mortgage & Finance Association of Australia.
Kar is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kar Mun Chin a registered financial adviser?
Yes. Kar Mun Chin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332447.
Which licensee does Kar Mun Chin work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Kar Mun Chin give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.