Financial Adviser
· MELBOURNE, VIC
Alan Te
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008102
About Alan Te
Alan Te is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Alan works at MacQuarie Bank, which is licensed through MacQuarie Bank Limited. Alan holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Alan's qualifications include a Bachelor of Commerce (Hons) from Monash University. Alan is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce (Hons)
Monash University
2007
Chartered Accountant
Chartered Accountants Australia and New Zealand
2009
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2016
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2020
FPC007B Client Engagement Skills.
Behavioural Finance - Kaplan Higher Education
2021
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register