Financial Adviser · SYDNEY, NSW

Hak Fei Vivian Chau

SYDNEY, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002645

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

About Hak Fei Vivian Chau

Hak Fei Vivian Chau is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Hak is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Hak holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hak's qualifications include a Bachelor of Commerce from Deakin University.

Authorised to Advise On

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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce

Deakin University

2006

Diploma of Financial Services (Financial Planning)

Three Sixty

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

TASACLv3 Commercial Law

Kaplan Professional

2023

TFAv1 Tax for Financial Advising

Kaplan Professional

2024

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2025

FPC001B Economic and Legal context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Mar 2023 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Westpac Banking Corporation

Sep 2016 - Oct 2018 Ceased

Akumin Financial Planning Pty Limited

Oct 2015 - May 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hsbc Bank Australia Limited

Mar 2015 - Aug 2015 Ceased

National Australia Bank Limited

Nov 2011 - Feb 2015 Ceased

Hsbc Bank Australia Limited

Jan 2011 - Nov 2011 Ceased

Commonwealth Financial Planning Limited

Feb 2010 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register