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Christina Fan
Financial Adviser
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
Financial Planning
Retirement and Estate Planning
Stockbroking
Personal Insurance
Self-Managed Super Funds
Superannuation Advice
Qualifications and Professional Affiliations
Tax and Commercial Law for Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Business Administration
Master of Business Administration (Personal Financial Planning)
Associations
No items found.
Competencies
Superannuation
Securities
Financial Planning
Managed Investments
Life Insurance
Generic
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.
