Terence Chan is an experienced financial services professional with a strong background in paraplanning and consulting. Currently an Analyst at ASIC since February 2021, Terence previously held positions as a Consultant at KPMG and Senior Paraplanner at WLM Financial Services Pty Ltd, Anne Street Partners, and BT Financial Group. Terence has a proven track record in preparing high-quality comprehensive Statements of Advice (SOAs) and conducting detailed financial modeling, along with mentoring junior staff. Terence's educational background includes a Bachelor of Commerce from the University of Technology Sydney and advanced diplomas in financial services from Kaplan Professional and Threesixty.
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