My financial planning business has been helping West Australians become financially free since 1988. I have served over 2000 clients from my own premises in Applecross. I’m here to uplift you from a financial lightweight to heavyweight, even the middleweight can apply. I provide financial education through seminars to my clients. Continuous education is the key to success.
I am the owner/licensee and Mark Chan is the adviser. My motto is “customers are treated like God”. Your calls and emails will be returned within 24 hrs.
Mark Chan is an Authorised Representative of Terry Lee Financial Planners and commenced on 25/03/2022.
Mark has been in the financial services industry since 2007, holds Advanced Diploma of Financial Planning, and Graduate Certificate of Self-Managed Super Funds. He is a professional member of the SMSF Specialist Advisor™ through the SMSF Association.
Mark’s contact phone number is 0403 225 547