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Patricia Chan CFP®

DFS Advisory Services Pty Ltd 03 9658... Contact

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By D F S Advisory Services Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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