Mark Chan
Financial Adviser in Mount Pleasant, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304377
- Location
- Mount Pleasant WA 6153
- Licensee
- Terry S. Lee Pty Ltd (AFSL 336955)
- Authorised since
- 25 March 2022
- First provided advice
- 2006
- Qualifications
- Self Managed Super Funds, Kaplan (2009); Margin Lending & Geared Investments, Kaplan (2011); Advanced Diploma of Financial Planning, Kaplan (2012); Advanced Diploma Financial Planning, Kaplan (2016)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Register status
- Current
About Mark Chan
On the Financial Advisers Register kept by ASIC, Mark Chan appears as a current financial adviser in Mount Pleasant, Western Australia, adviser number 000304377.
Advice is given under the Australian financial services licence of Terry S. Lee Pty Ltd, licence number 336955. The current authorisation started on 25 March 2022.
According to the register, Mark first provided financial advice in 2006. Qualifications and training on file include Self Managed Super Funds (Kaplan, 2009), Margin Lending & Geared Investments (Kaplan, 2011) and Advanced Diploma of Financial Planning (Kaplan, 2012). Mark is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
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Questions people ask
Is Mark Chan a registered financial adviser?
Yes. Mark Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304377.
Which licensee does Mark Chan work under?
Terry S. Lee Pty Ltd, Australian financial services licence 336955.
What can Mark Chan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.