Financial Adviser
· MELBOURNE, VIC
Adrian Chan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003414
About Adrian Chan
Adrian Chan is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Adrian is currently authorised under Zurich Assure Australia. Adrian holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Adrian's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Ltd. Adrian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of Melbourne
2007
Graduate Diploma in Professional Accounting
University of Melbourne
2014
Diploma of Financial Planning
Integrity Education Group
2014
Self Managed Superannuation Funds
Integrity Education Group
2018
Advanced Diploma of Financial Planning
Integrity Education Group
2021
Ethics and Professionalism
Ethics - Kaplan
2026
Certified Financial Planner
Financial Advice Association of Australia Ltd
Registration History
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register