Mark Chan
TERRY S. LEE PTY LTD · Mount Pleasant WA 6153 · Advising since 2006
- 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
- 000304377
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- TERRY S. LEE PTY LTD · AFSL 336955Since 25 March 2022
- Principal business address
- Mount Pleasant WA 6153
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Not stated
- Memberships
- SMSF Association
- 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
- 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.
- CURRENTMar 2022 – presentTERRY S. LEE PTY LTD · AFSL 336955
- CEASEDAug 2014 – Nov 2021NEO FINANCIAL SOLUTIONS PTY LTD · AFSL 385845
- CEASEDJul 2010 – Jun 2014MERITUM FINANCIAL GROUP PTY LTD · AFSL 245569
- CEASEDFeb 2010 – Jul 2010SENTRY FINANCIAL SERVICES PTY LTD · AFSL 286786
- CEASEDJan 2009 – Aug 2009SENTRY FINANCIAL SERVICES PTY LTD · AFSL 286786
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
self managed Super funds
Adelaide University · 2019 · Professional Designations
Advanced Diploma Financial Planning
Kaplan · 2016 · Advanced Diploma (AQF 6)
Advanced Diploma of Financial Planning
Kaplan · 2012
Margin Lending & Geared Investments
Kaplan · 2011
Self Managed Super Funds
Kaplan · 2009
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 Mark Chan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Mark Chan on Souffle yet.
Contacting Mark Chan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
TERRY S. LEE PTY LTD · AFSL 336955
- 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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