Financial Adviser
· BUNDOORA, VIC
Eric Alistair Koelmeyer
No disciplinary history on record with ASIC
40
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231062
Eric Alistair Koelmeyer is a financial adviser based in Bundoora, Victoria, with 40 years of experience in the financial services industry. Eric is currently authorised under Alliance Wealth Pty Ltd. Eric 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Eric 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Aged Care Specialist Adviser Course
Estplan
2014
Specialist SMSF Course
Cavendish & University of Adelaide
2016
Fellow Chartered Financial Practitioner (FChFP) Program
Association of Financial Advisers (AFA)
2019
Aged Care Course (FPE010)
Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education