About Sagepath Financial Services Pty Ltd
Why choose Sagepath Financial Services?
Because I work with people just like you. In fact, everyone is different and I will help bring order to your financial life.
Introducing Ady Chan - Principal Adviser
ADFP, Bbus
Ady Chan has been with the Financial Advisory industry since 2002 and started providing advice in 2005. She believes her extensive experience as a senior financial advisor within various major banking institutions provided a solid foundation for her current role.
Attention to detail, good listening skills and great empathy are symbols of her appreciation by her clients. She is effectively supported by a professional team of administration and investment products specialists. The team brings a wealth of experience to the table, assisting her in building long-term relationships with her growing client base and providing excellent customer service.
Ady is a member of the Financial Planning Association (FPA) and has proudly joined her new licensee, GPS Wealth Ltd. Her focus is on holistic advice including superannuation, wealth creation, personal insurance and retirement planning as well as SMSF.
Ady is happily married to her husband Anson and has two daughters. Away from the business, she enjoys karaoke, the gym and spending quality time with family and friends.
Education
- FASEA Financial Adviser Exam
- Self Managed Superannuation Funds - Kaplan Professional Education
- Margin Lending and Geared Investments - Kaplan Professional Education
- Advanced Diploma Financial Services (Financial Planning) - Financial Planning Association of Australia
- Bachelor of Business (Major in Finance) - University of Technology Sydney
