Lawrence Chan
Financial Adviser in Box Hill North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327192
- Location
- Box Hill North VIC 3129
- Licensee
- Apex Macro Financial Group Pty. Ltd. (AFSL 498715)
- Authorised since
- 3 January 2018
- First provided advice
- 2008
- Qualifications
- Bachelow of Business (International), Swinburne University (2008); Diploma of Financial Planning FNS50804, Mentor Education group (2008); Advanced Diploma of Financial Planning, Mentor Education group (2009); Graduate Certificate of Financial Planning, Kaplan (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Graduate Diploma of Financial Planning, Kaplan (2013)
- Advice areas
- superannuation, securities, 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 Lawrence Chan
Lawrence Chan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Box Hill North, Victoria (adviser number 000327192).
The licensee Lawrence advises under is Apex Macro Financial Group Pty. Ltd. (AFS licence 498715). The current authorisation started on 3 January 2018.
The register records 2008 as the year Lawrence first provided financial advice. The qualifications listed for Lawrence include Bachelow of Business (International) (Swinburne University, 2008), Diploma of Financial Planning FNS50804 (Mentor Education group, 2008) and Advanced Diploma of Financial Planning (Mentor Education group, 2009).
The authorisation covers advice on superannuation, securities, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Lawrence Chan a registered financial adviser?
Yes. Lawrence Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327192.
Which licensee does Lawrence Chan work under?
Apex Macro Financial Group Pty. Ltd., Australian financial services licence 498715.
What can Lawrence Chan give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.