Michael Ngee Tiong Tan
Financial Adviser in Cherrybrook, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283144
- Location
- Cherrybrook NSW 2126
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 2 July 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Birmingham (1968); Chartered Accountant, Chartered Accountants Australia (1989); PhD Governance and Banking, University of NSW (2000); Certified Financial Planner, FPA (2006); Diploma of Financial Planning, FPA (2006); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Restriction
- No margin lending
- Register status
- Current
About Michael Ngee Tiong Tan
On the Financial Advisers Register kept by ASIC, Michael Ngee Tiong Tan appears as a current financial adviser in Cherrybrook, New South Wales, adviser number 000283144.
Michael provides advice as an authorised representative of Avalonfs Pty Ltd, which holds Australian financial services licence 437518. That authorisation dates from 2 July 2018.
According to the register, Michael first provided financial advice in 2004. The qualifications listed for Michael include Bachelor of Commerce (University of Birmingham, 1968), Chartered Accountant (Chartered Accountants Australia, 1989) and PhD Governance and Banking (University of NSW, 2000). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Michael 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 adds a condition to this authorisation: “No margin lending.”
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Questions people ask
Is Michael Ngee Tiong Tan a registered financial adviser?
Yes. Michael Ngee Tiong Tan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283144.
Which licensee does Michael Ngee Tiong Tan work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Michael Ngee Tiong 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. It also records this restriction: "No margin lending."