Financial Adviser
· SYDNEY, NSW
Eric Quak
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271759
Eric Quak is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Eric is currently authorised under Bridges Financial Services Pty Limited. Eric 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 of Science from The University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Restrictions: Superannuation - All excludes Self Managed Superannuation Funds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Science
The University of Sydney
2002
Graduate Diploma in Financial Planning
Securities Institute Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2025
Tax for Financial Advising
Kaplan Professional Education
2026
Commercial Law
Kaplan Professional Education
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register