Financial Adviser · HEALESVILLE, VIC

Enoch Chan

HEALESVILLE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270864

Currently at

L.t. King

Healesville, VIC (firm address)

View firm profile

Enoch Chan is a financial adviser based in Healesville, Victoria, with 8 years of experience in the financial services industry since 2018. Enoch is currently authorised under Secure Advice, operating through L.t. King. Enoch holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Enoch's qualifications include a Graduate Diploma of Financial Planning from Kalplan Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

Kaplan

2020

Advanced Diploma of Financial Planning

Kaplan

2023

Graduate Diploma of Financial Planning

Kalplan Education Pty Ltd

Registration History

Secure Advice Pty Ltd

Jan 2022 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Sentry Advice Pty Ltd

Dec 2018 - Jan 2022 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register