Financial Adviser · EIGHT MILE PLAINS, QLD

Ern Chiat Teoh

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006107

Ern Chiat Teoh is a financial adviser based in Eight Mile Plains, Queensland, with 26 years of experience in the financial services industry. Ern is currently authorised under Insight Investment Services Pty Ltd. Ern 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 Certified Financial Planner from Financial Planning Association of Australia. Ern 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

Restrictions: Adviser is not authorised to provide advice regarding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Banking and Finance
Queensland University of Technology
2006
Advanced Diploma of Financial Planning
Kaplan Professional Education
2007
Self Managed Superannuation Funds
Kaplan Professional Education
2012
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Mar 2020 - Present Current
Adviser is not authorised to provide advice regarding Self Managed Superannuation Funds
Jul 2019 - Mar 2020 Ceased
You are authorised to perform the following tasks;. Deposit and payment products limited to:- Basic Deposit Products- Deposit Products other than basic Deposit Products. Life Products includinga) Investment Life Insurance products as well as any products issued by a registered Life Insurance Company that are backed by on or more of its statutory Funds; andb) Life Risk Insurance products as well as any products issued by a registered life insurance company that are backed by one or more of its statutory funds;. Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts(RSA) products ( Within the meaning of the retirement savings account Act 1997). Superannuation and retirement products. Listed Securities
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register