Ady Chan

Financial Adviser

ASIC adviser number:

000295179

Qualifications and training:

2002, Bachelor of Business (Finance), Bachelor Degree (AQF 7), University of Technology Sydney
2005, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Financial Planning Association (FPA) of Australia
2009, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional
2011, Margin Lending and Geared Investments, Other, Kaplan Professional
2016, Self-Managed Superannuation Funds, Other, Kaplan Professional
2019, Accredited Listed Product Adviser Program, Other, Kaplan Professional
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education
2023, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:

2005

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Suite 31, 41 Rawson St
Epping NSW 2121

AFS licence holder name:

Gps Wealth Ltd

AFS licence number:

000254544

Licence controlled by:

Count Limited ~ Count Holdings No. 4 Pty Ltd [Date Ceased: 25/03/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».