Mark Chan
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340608
- Location
- Parramatta NSW 2150
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 13 December 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Hospitality Management and Marketing), University of New South Wales (2001); Diploma of Financial Planning, Financial Planning Association Australia (2003); Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan (2010); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Certified Financial Planner, Financial Planning Association Australia (2014); FPC002B, Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Mark Chan
Mark Chan is a financial adviser in Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000340608.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 13 December 2019.
According to the register, Mark first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce (Hospitality Management and Marketing) (University of New South Wales, 2001), Diploma of Financial Planning (Financial Planning Association Australia, 2003) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Kaplan, 2010). Mark is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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 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 000340608.
Which licensee does Mark Chan work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.