Andrew Chan
Financial Adviser
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About
Andrew Chan is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals. With a strong academic foundation including a Graduate Diploma of Arts (Compliance) from Charles Sturt University and a Masters of Financial Planning from Kaplan, Andrew possesses the knowledge and expertise to provide comprehensive financial advice. He further enhanced his expertise with specialized certifications in Self Managed Superannuation Funds and Margin Lending and Gearing. As a member of the SMSF Association, Andrew is committed to upholding the highest professional standards and staying abreast of the latest industry developments. He is authorized to provide advice on a broad range of financial products, ensuring that clients receive tailored solutions to meet their unique needs. Andrew provides expert guidance on: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning His authorizations also extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ready to take control of your financial future? Contact Andrew today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Andrew Chan offer?
Andrew Chan specializes in superannuation advice, insurance, wealth management, and retirement planning. He is authorized to provide advice on a wide range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Andrew Chan's qualifications and professional memberships?
Andrew Chan holds a Graduate Diploma of Arts (Compliance), a Self Managed Superannuation Fund Course certification, a Margin Lending and Gearing Investments Certification, a Graduate Diploma of Applied Finance, and a Masters of Financial Planning. He is also a member of the SMSF Association.
How does Andrew Chan tailor financial advice to individual client needs?
Andrew Chan begins by understanding your financial goals, risk tolerance, and current financial situation. He then develops a personalized financial plan that aligns with your specific needs and objectives, utilizing his expertise and comprehensive range of authorized financial products.
What can I expect during my first consultation with Andrew Chan?
During your initial consultation, you can expect a thorough discussion of your financial goals, current financial situation, and any specific concerns you may have. Andrew will explain his approach to financial planning and answer any questions you have about his services and qualifications. The goal is to establish a clear understanding of your needs and how he can help you achieve your financial objectives.
Can Andrew Chan help me with my Self-Managed Superannuation Fund (SMSF)?
Yes, as a member of the SMSF Association, Andrew Chan has specialized knowledge and experience in Self-Managed Superannuation Funds. He can provide advice on all aspects of SMSF management, from establishment and compliance to investment strategies and retirement planning.
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