Financial Adviser
· SYDNEY, NSW
Eddie Au
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008458
Eddie Au is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Eddie is currently authorised under Alliance Wealth Pty Ltd. Eddie 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 Bachelor degree (unrelated) from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor degree (unrelated)
University of Sydney
2001
Graduate Certificate in Applied Finance
University of Technology Sydney (UTS)
2008
Diploma of Financial Services (Financial Planning)
Finsia
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register