Christopher Chan Financial Planner Report

Name:
Christopher Chan

Rep Number:
001002079

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2016-07-15 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Superannuation

Qualifications
Pinnacle
Advanced Diploma of Financial Planning
Deakin University
Bachelor of Commerce
Association of Super Funds Australia (ASFA)
Certificate of Superannuation Management
Kaplan
Self Managed Super Funds

Memberships
Association of Superannuation Funds Australia (ASFA)
Financial Planning Association of Australia (FPA)