Financial Adviser
· BRUNSWICK, VIC
Tharee Kim-hai Siauw
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333715
Tharee Kim-hai Siauw is a financial adviser based in Brunswick, Victoria, with 17 years of experience in the financial services industry. Tharee is currently authorised under Insight Investment Services Pty Ltd. Tharee 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 University of Queensland. Tharee 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
University of Queensland
2008
Graduate Diploma of Financial Planning
Finsia
2012
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2014
Margin Lending Accreditation Program
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
Registration History
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 including; a) Investment Life 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; and b) 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 associated retirement products; Listed Securities Self-Managed Superannuation FundMargin Lending ( strategy advice only)
EVERMORE MONEY MANAGEMENT PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register