Stuart Phillip Chan
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256997
- Location
- North Sydney NSW 2059
- Licensee
- Cutcher & Neale Financial Services Pty Ltd (AFSL 433814)
- Authorised since
- 1 July 2017
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, Macquarie University (1997); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (2000); Graduate Diploma in Financial Planning, Financial Services Institute of Australasia (FINSIA) (2006); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education (2016); Complex Lending and Broking SUB--647522, Kaplan Higher Education (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Phillip Chan
Stuart Phillip Chan is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001256997.
The licensee Stuart advises under is Cutcher & Neale Financial Services Pty Ltd (AFS licence 433814). The current authorisation started on 1 July 2017.
According to the register, Stuart first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 1997), Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 2000) and Graduate Diploma in Financial Planning (Financial Services Institute of Australasia (FINSIA), 2006). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Stuart is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.”
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Questions people ask
Is Stuart Phillip Chan a registered financial adviser?
Yes. Stuart Phillip Chan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256997.
Which licensee does Stuart Phillip Chan work under?
Cutcher & Neale Financial Services Pty Ltd, Australian financial services licence 433814.
What can Stuart Phillip Chan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only."