Patricia Chan
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236697
- Location
- Melbourne VIC 3000
- Licensee
- D F S Advisory Services Pty. Ltd. (AFSL 280881)
- Authorised since
- 22 June 2007
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of Western Australia (1988)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Patricia Chan
Patricia Chan is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000236697.
Advice is given under the Australian financial services licence of D F S Advisory Services Pty. Ltd., licence number 280881. That authorisation dates from 22 June 2007.
The register records 1998 as the year Patricia first provided financial advice. The qualifications listed for Patricia include Bachelor of Commerce (University of Western Australia, 1988). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Patricia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Patricia Chan a registered financial adviser?
Yes. Patricia Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236697.
Which licensee does Patricia Chan work under?
D F S Advisory Services Pty. Ltd., Australian financial services licence 280881.
What can Patricia 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; derivatives.