Khai Phan
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Khai Phan is an ASIC-registered financial adviser based in Sydney, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales (2005), along with a Diploma of Financial Services (Financial Planning) from Tribeca (2005) and further training in Margin Lending and Geared Investments from Kaplan Professional (2010), Khai possesses the knowledge and experience to guide you through complex financial landscapes. Authorised to provide advice on a comprehensive range of financial products, Khai can assist with superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Khai is dedicated to building long-term relationships with clients based on trust and a deep understanding of their individual circumstances. He offers holistic financial advice, taking into account your current situation, future aspirations, and risk tolerance. He ensures you are well-informed and empowered to make confident financial decisions. • Superannuation Advice • Retirement Planning • Investment Strategies • Insurance Solutions • Wealth Management Ready to take control of your financial future? Contact Khai today to schedule a consultation and discover how he can help you achieve your financial dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Khai Phan offer?
Khai Phan provides advice on a range of financial areas including superannuation, retirement planning, investments, insurance, and wealth management. He can help you with strategies tailored to your specific needs and goals.
What are Khai Phan's qualifications?
Khai holds a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales. He also holds a Diploma of Financial Services (Financial Planning) and has completed training in Margin Lending and Geared Investments.
What is the process for becoming a client of Khai Phan?
The process typically starts with an initial consultation to discuss your financial situation and goals. Khai will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Khai?
During your first meeting, Khai will get to know you, your financial circumstances, and your goals. He will explain his approach to financial planning and answer any questions you may have. This meeting is about establishing a strong working relationship and understanding how he can best assist you.
How can Khai help me with my superannuation?
Khai can provide advice on various aspects of superannuation, including choosing the right fund, consolidating multiple accounts, optimising contributions, and developing a retirement income strategy. He will ensure your superannuation is working effectively for your future.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.