Financial Adviser · KEW EAST, VIC

Eric Ma

KEW EAST, VIC

New Adviser

Tax advice
authorised

ASIC Registered · ADV 001315804

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Eric Ma is a financial adviser based in Kew East, Victoria. Eric is currently authorised under Akumin Financial Planning. Eric holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Eric's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. 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 Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Commerce (Marketing)

University of Adelaide

2019

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2026

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jun 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Focused Financial Advice Pty Ltd

Feb 2026 - Mar 2026 Ceased

Focused Financial Advice Pty Ltd

Jun 2025 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register