Andrew Chan is a Director and Principal Adviser of Phoenix Private Wealth Management Pty Ltd, having founded the Wealth Management practice in July 2013. Andrew began his financial planning career auditing Financial Advisors over a decade ago, in Compliance, driven by his need to resolve conflicted advice, he has then worked within risk management within investment banking firms such as TD Securities and Macquarie Bank. Since 2007, he has worked in a variety of roles within other successful Melbourne and Sydney based financial planning businesses, assisting high net worth individuals and small business owners in managing all aspects of their financial affairs.
He has a firm belief in strategic advice and the benefits holistic planning has in creating realistic life plans which allows his clients to achieve satisfying individual outcomes. He has a specialisation in direct equity investment and is an accredited SMSF Specialist Advisor™.
Andrew is a proud Australian and enjoys helping the community by supporting various charities address literacy and numeracy for future generations of children and would be leaders.
Andrew is also a Justice of the Peace of NSW.
Grad. Dip. Compliance
Grad. Dip. AppFin
Certificate Margin Lending & Geared Investments
SMSF Specialist Advisor™
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