Ady Chan Financial Planner Report

Name:
Ady Ching Chan

Rep Number:
000295179

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-06-29 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
University of Technology Sydney
Bachelor of Business
Financial Planning Association of Australia
Diploma Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)