Khai Tuan Phan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246107
- Location
- Sydney NSW 2000
- Licensee
- Financial Mandate Pty Ltd (AFSL 700151)
- Authorised since
- 23 February 2026
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of New South Wales (2005); Bachelor of Laws, University of New South Wales (2005); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Commercial Law, Kaplan Higher Education (2025); Tax for financial advisers, Kaplan Higher Education (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Khai Tuan Phan
On the Financial Advisers Register kept by ASIC, Khai Tuan Phan appears as a current financial adviser in Sydney, New South Wales, adviser number 000246107.
The licensee Khai advises under is Financial Mandate Pty Ltd (AFS licence 700151). The current authorisation started on 23 February 2026.
The register records 2003 as the year Khai first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of New South Wales, 2005), Bachelor of Laws (University of New South Wales, 2005) and Diploma of Financial Services (Financial Planning) (Tribeca, 2005).
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 Khai Tuan Phan a registered financial adviser?
Yes. Khai Tuan Phan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246107.
Which licensee does Khai Tuan Phan work under?
Financial Mandate Pty Ltd, Australian financial services licence 700151.
What can Khai Tuan Phan 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.