Ady Chan
Financial Adviser
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About
Ady Chan is an ASIC-registered financial adviser based in Epping, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Finance) from the University of Technology Sydney and advanced diplomas in financial planning, Ady possesses a strong foundation of knowledge and expertise. Ady is a member of the Financial Advice Association of Australia (FAAA) and continually updates his skills through ongoing professional development, including specialist accreditation in margin lending, self-managed superannuation funds (SMSFs), listed products, ethics, and aged care. Authorised to provide advice on a comprehensive range of financial products, Ady can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is dedicated to providing tailored advice that is right for your specific needs and goals. Key services include: • Superannuation advice • Retirement planning • Investment strategies • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Ady Chan today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Ady Chan provide?
Ady Chan specialises in superannuation, retirement planning, investment strategies, insurance solutions, and wealth management. He provides comprehensive financial advice tailored to your specific needs.
What are Ady Chan's qualifications and experience?
Ady Chan holds a Bachelor of Business (Finance), a Diploma and Advanced Diploma of Financial Services (Financial Planning), and several specialist accreditations. He is also a member of the Financial Advice Association of Australia (FAAA) with many years of experience in the financial services industry.
How does Ady Chan develop a financial plan for clients?
Ady starts by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan that outlines strategies to help you achieve your objectives. This plan is regularly reviewed and adjusted as your circumstances change.
What can I expect during my first meeting with Ady Chan?
During your initial consultation, you can expect a discussion about your financial goals, current situation, and any concerns you may have. Ady will explain his services and how he can help you achieve your objectives. There's no obligation to proceed after the initial meeting.
Does Ady Chan provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Ady Chan is accredited in Self-Managed Superannuation Funds and can provide advice on all aspects of SMSF management, including establishment, investment strategies, and compliance.
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