Financial Adviser
· KEW, VIC
Sau Man Chan
No disciplinary history on record with ASIC
KEW,
VIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293977
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Sau Man Chan
Sau Man Chan is a financial adviser based in Kew, Victoria, with 5 years of experience in the financial services industry since 2021. Sau works at Oak Financial Planning, which is licensed through Cotham Advisory. Sau holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sau's qualifications include a Master of Applied Finance from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accountancy)
RMIT University
1997
Master of Applied Finance
Macquarie University
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register