Julian Chan

Eureka Whittaker Macnaught

Bronze
Newly Registered
Sydney, NSW 2000

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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 St
Sydney, 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
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306