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Trusted Adviser for Retirement, Business, and High-Net-Worth Planning
Andrew has significant experience in financial markets, providing investment, estate and retirement planning advice to high-net-worth families and businesses across South Australia.
He also specialises in providing investment advice and governance guidance to Not-for-profit organisations and family offices.
Andrew builds relationships on trust and integrity. His personal approach ensures each strategy is thoughtfully aligned with his client’s goals, values and unique circumstances.
Outside of work, Andrew enjoys spending time with his family including his wife and two daughters and is an avid supporter for the Adelaide Crows.
Authorisations
Andrew Chan can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks, or Bonds
- Life Products
- Life Risk Insurance Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Qualifications
- Financial Adviser Exam, 2020
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
- SMSF Accreditation, 2019
- Advanced Diploma of Financial Planning, 2019
- Diploma of Financial Planning, 2013
- Bachelor of Business (Property), UniSA, 2011