Julian joined Eureka Whittaker Macnaught in 2019 and holds a Graduate Diploma of Financial Planning and a
Bachelor’s Degree in Commerce majoring in Economics.
Julian Chan is currently a Provisional Financial Adviser and is completing his work and training requirements
under the Professional Year program.
The Supervisor of Julian Chan is Gregory Cook, and he must ensure appropriate supervision of advice given
by the provisional relevant provider. Gregory Cook can be contacted at greg.cook@ewmac.com.au or via
phone on (02) 9460 2288.
Expertise
My fees
We operate on a fee-for-service basis, fees charged are
generally payable after the services have been
provided, however, ongoing review service fees
are generally paid in advance. The agreed fees may
be documented in a Letter of Engagement, set out
in a SOA, in a ROA, or via an OSA.
At a glance
- Adviser status Bronze
- Years of experience Newly Registered
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Eureka Whittaker Macnaught
Aurora Place, Level 10, 88 Phillip StSydney, NSW 2000 Suite 3.3, Level 3, 100 Creek St
Brisbane City, QLD 4000 Suite 1, 184 Bay Terrace
Wynnum, QLD 4178
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306