Pang Yu Chan
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269352
- Location
- Perth WA 6000
- Licensee
- Macquarie Bank Limited (AFSL 237502)
- Authorised since
- 22 July 2020
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, The University of Western Australia (2010); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Investment Products 1, Kaplan Higher Education Pty Limited (2013); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2016); DFP5v3 Tax for Financial Advising, Kaplan Higher Education Pty Limited (2017); TASACLv1 Commercial Law, Kaplan Higher Education Pty Limited (2018); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Pang Yu Chan
On the Financial Advisers Register kept by ASIC, Pang Yu Chan appears as a current financial adviser in Perth, Western Australia, adviser number 001269352.
Advice is given under the Australian financial services licence of Macquarie Bank Limited, licence number 237502. That authorisation dates from 22 July 2020.
The register records 2018 as the year Pang first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Western Australia, 2010), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013) and Investment Products 1 (Kaplan Higher Education Pty Limited, 2013).
Pang is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Pang Yu Chan a registered financial adviser?
Yes. Pang Yu Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269352.
Which licensee does Pang Yu Chan work under?
Macquarie Bank Limited, Australian financial services licence 237502.
What can Pang Yu 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.