Mark Chan Financial Planner Report

Name:
Mark Chan

Rep Number:
000340608

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2009-09-01 onwards

Location:
Parramatta, , NSW, 0

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

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
University of New South Wales
Bachelor of Commerce (Hospitality Management and Marketing)
Kaplan Professional
Certificate IV in Financial Services (Finance/Mortgage Broking)
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)