Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE CITY, QLD

Eric Kok Yaw Chong

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000409823

Eric Kok Yaw Chong is a financial adviser based in Brisbane City, Queensland, with 15 years of experience in the financial services industry since 2011. Eric is currently authorised under Akumin Financial Planning Pty Limited, operating through Akumin Financial Planning. Eric holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Eric's qualifications include a Bachelor of Commerce from University of Canterbury.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce
University of Canterbury
2018
Diploma of Financial Planning
Mentor Education Pty Ltd
2023
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited
2024
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Dec 2018 - Present Current
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