Financial Adviser
· CHATSWOOD, NSW
Zvi Teichtahl
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000401926
Zvi Teichtahl is a financial adviser based in Chatswood, New South Wales, with 20 years of experience in the financial services industry. Zvi is currently authorised under Fortnum Private Wealth Ltd. Zvi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Zvi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association
2011
Margin Lending and Geared Inv.
Kaplan
2012
ASX Acredited Listed Products Adviser (ALPA) Program
Kaplan
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2015
Master of Commerce (Financial Planning)
University of Western Sydney
Registration History
Source: ASIC Financial Advisers Register