Penny Chai
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307338
- Location
- Sydney NSW 2000
- Licensee
- Lorica Partners Pty Limited (AFSL 237314)
- Authorised since
- 1 August 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, University of Sydney (1992); Diploma of Superannuation Management, Association of Superannuation Funds of Australia Ltd (ASFA) (1997); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); FPC002B Ethics and Professionalism in Financial Advice, KAPLAN (2022)
- Memberships
- CPA - Certified Practising Accountant; Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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 Penny Chai
Penny Chai is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000307338.
Advice is given under the Australian financial services licence of Lorica Partners Pty Limited, licence number 237314. The current authorisation started on 1 August 2022.
The register records 2000 as the year Penny first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Sydney, 1992), Diploma of Superannuation Management (Association of Superannuation Funds of Australia Ltd (ASFA), 1997) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000). Professional memberships recorded: CPA – Certified Practising Accountant, Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Penny is authorised to advise 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 Penny Chai a registered financial adviser?
Yes. Penny Chai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307338.
Which licensee does Penny Chai work under?
Lorica Partners Pty Limited, Australian financial services licence 237314.
What can Penny Chai 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.