Financial Adviser
· MELBOURNE, VIC
Bernard Tan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311559
Bernard Tan is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Bernard is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Bernard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bernard's qualifications include a Bachelor of Business (Economics and Finance) from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business (Economics and Finance)
RMIT University
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Debt Strategies
Kaplan Higher Education
2025
Self Managed Superannuation Funds
Kaplan Higher Education