Financial Adviser
· CHERRYBROOK, NSW
Michael Ngee Tiong Tan
No disciplinary history on record with ASIC
CHERRYBROOK,
NSW
22
Years experience
ASIC Registered · ADV 000283144
Michael Ngee Tiong Tan is a financial adviser based in Cherrybrook, New South Wales, with 22 years of experience in the financial services industry since 2004. Michael is currently authorised under Avalonfs. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Michael's qualifications include a Certified Financial Planner from FPA. Michael is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: No margin lending
Qualifications and Training
1968
Bachelor of Commerce
University of Birmingham
1989
Chartered Accountant
Chartered Accountants Australia
2000
PhD Governance and Banking
University of NSW
2006
Certified Financial Planner
FPA
2006
Diploma of Financial Planning
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
No margin lending
DOVER FINANCIAL ADVISERS PTY LTD
A.C.N. 100 668 282 PTY LTD
Source: ASIC Financial Advisers Register