Lynne Tan
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301863
- Location
- Parramatta NSW 2150
- Licensee
- Mufg RETIRE360 Pty Limited (AFSL 258145)
- Authorised since
- 21 December 2018
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Deakin University (2001); Bachelor of Science, Deakin University (2001); FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); FNS60404 Advanced Diploma of Financial Services, Kaplan Professional (2011)
- Memberships
- 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 Lynne Tan
Lynne Tan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parramatta, New South Wales (adviser number 000301863).
Lynne provides advice as an authorised representative of Mufg RETIRE360 Pty Limited, which holds Australian financial services licence 258145. The current authorisation started on 21 December 2018.
The register records 2006 as the year Lynne first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2001), Bachelor of Science (Deakin University, 2001) and FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lynne 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 Lynne Tan a registered financial adviser?
Yes. Lynne Tan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301863.
Which licensee does Lynne Tan work under?
Mufg RETIRE360 Pty Limited, Australian financial services licence 258145.
What can Lynne 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.