Patricia Chan Financial Planner Report

Name:
Patricia Chan

Rep Number:
000236697

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2007-06-22 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000280881

ABN:
98 104 003 714

Controlled By:

Appointed By
Name:
D F S Advisory Services Pty. Ltd.

Licence Number:
000280881

ABN:
98 104 003 714

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Australia
Bachelor of Commerce

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)