Financial Adviser · BEVERLY HILLS, NSW

Blanche Chan

BEVERLY HILLS, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001246369

Currently at

The Trustee For Mc Private Wealth Unit Trust

Beverly Hills, NSW (firm address)

View firm profile

Blanche Chan is a financial adviser based in Beverly Hills, New South Wales, with 10 years of experience in the financial services industry since 2016. Blanche is currently authorised under Mooncunningham Financial Services, operating through The Trustee For Mc Private Wealth Unit Trust. Blanche holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Blanche's qualifications include a Master of Economics from Macquarie University. Blanche is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor in Commerce in Accounting

The University of New South Wales

1994

Chartered Accountant

Institute of Chartered Accountants Australia

1995

Master of Economics

Macquarie University

2013

SMSF Specialisation Course

Australian School of Business

2017

Diploma of Financial Planning

Kaplan Professional

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

FPC003- Superannuation and Retirement Advice

Kaplan

Registration History

Mooncunningham Financial Services Pty Ltd

Jul 2024 - Present Current

Interprac Financial Planning Pty Ltd

Apr 2023 - Jun 2024 Ceased

LIBERTAS FINANCIAL PLANNING PTY LTD

Nov 2017 - Apr 2023 Ceased

Superannuation including Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register