Financial Adviser
· WYNNUM, QLD
Tarek Tewfik
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304395
Tarek Tewfik is a financial adviser based in Wynnum, Queensland, with 2 years of experience in the financial services industry. Tarek is currently authorised under Olleh Financial Group Pty Ltd. Tarek 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 Commerce from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
Griffith University
2019
Bachelor of International Business
Griffith University
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register