Christina Fan
Financial Adviser and Stockbroker
My approach is to first understand my clients' unique financial situation before developing a holistically considered financial structure, targeting wealth accumulation, creation and preservation through effective wealth management.
Christina has over 15 years of experience in the finance industry, including working for Australian banks, private wealth management company and full service retail stockbroking and wealth management firm. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications. She is fluent in Mandarin.
Investment Style
Christina assists her clients with a wide range of investment services including financial planning, superannuation, personal insurance, cashflow, debt management and stockbroking. She ensures the investment portfolio is set up in line with client's risk profile and focus on quality companies for the fundamental construction of the portfolio.
Services and Specialties
Personal Insurance
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Tax and Commercial Law for Financial Planning
Ethics and Professionalism in Financial Advice
Master of Business Administration (Personal Financial Planning)
Bachelor of Business Administration
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Superannuation
Managed Investments
Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
