Financial Adviser
· ADELAIDE, SA
Eben Lok
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001276007
Eben Lok is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry. Eben is currently authorised under William Buck Wealth Advisors (SA) Pty Ltd. Eben 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 Master of Financial Planning from Kaplan Professional Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2015
Graduate Diploma of Financial Planning
Kaplan Professional Education
2016
Master of Financial Planning
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan