Lucinda Chan
MACQUARIE BANK LIMITED · Sydney NSW 2000 · Advising since 1998
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001005083
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- MACQUARIE BANK LIMITED · AFSL 237502Since 11 October 2019MACQUARIE EQUITIES LIMITED · AFSL 237504Since 1 March 2004
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 1998
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2019 – presentMACQUARIE BANK LIMITED · AFSL 237502
- CURRENTMar 2004 – presentMACQUARIE EQUITIES LIMITED · AFSL 237504
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Tax for Financial Advising
Kaplan Higher Education Pty Limited · 2024 · Other
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited · 2023 · Graduate Diploma (AQF 8)
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd · 2014 · Other
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited · 2008 · Other
Risk Management
Tribeca · 2006 · Other
Investment Planning 1
Integratec · 2002 · Other
Retirement Planning and Principles
Integratec · 2002 · Other
Bachelor of Business (Business Administration)
University of Technology, Sydney · 1992 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Lucinda Chan claims the profile.
Reviews
Not yet reviewed
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Contacting Lucinda Chan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MACQUARIE BANK LIMITED · AFSL 237502
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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