Financial Adviser
· MOUNT PLEASANT, WA
Mark Chan
No disciplinary history on record with ASIC
MOUNT PLEASANT,
WA
20
Years experience
ASIC Registered · ADV 000304377
About Mark Chan
Mark Chan is a financial adviser based in Mount Pleasant, Western Australia, with 20 years of experience in the financial services industry since 2006. Mark is currently authorised under Terry S. Lee. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Mark's qualifications include a Advanced Diploma of Financial Planning from Kaplan. Mark is a member of SMSF Association.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Qualifications and Training
2009
Self Managed Super Funds
Kaplan
2011
Margin Lending & Geared Investments
Kaplan
2012
Advanced Diploma of Financial Planning
Kaplan
2016
Advanced Diploma Financial Planning
Kaplan
2019
self managed Super funds
Adelaide University
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register