Financial Adviser · CAMBERWELL, VIC

Eddy See

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003953

Eddy See is a financial adviser based in Camberwell, Victoria, with 20 years of experience in the financial services industry. Eddy is currently authorised under Financial Foundations Australia Pty. Ltd.. Eddy 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 Advice Association of Australia. Eddy is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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 Business (Financial Planning)
RMIT
2018
Certified Financial Planner
Financial Advice Association of Australia

Registration History

Jul 2017 - Present Current
Oct 2013 - Jun 2017 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Oct 2011 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register