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Mark Chan

Name
Mark Chan
ID
304377
ABN
43981475695
First Provided Advice
2006

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2009 - Self Managed Super Funds - - Kaplan
  • 2011 - Margin Lending & Geared Investments - - Kaplan
  • 2012 - Advanced Diploma of Financial Planning - - Kaplan
  • 2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
  • 2019 - self managed Super funds - Professional Designations - Adelaide University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Neo Financial Solutions Pty Ltd (#385845)
Commenced
Aug. 8, 2014
Ceased
Nov. 26, 2021
Status
Current
Licence Holder
Terry S. Lee Pty ltd (#336955)
Commenced
March 25, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Meritum Financial Group Pty Ltd (#245569)
Commenced
July 12, 2010
Ceased
June 9, 2014
Status
Ceased
Licence Holder
Sentry Financial Services Pty Ltd (#286786)
Commenced
Feb. 9, 2010
Ceased
July 30, 2010
Status
Ceased
Licence Holder
Sentry Financial Services Pty Ltd (#286786)
Commenced
Jan. 19, 2009
Ceased
Aug. 14, 2009