Financial Adviser
· MELBOURNE, VIC
Tommy Chuan Eng Koh
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000222899
About Tommy Chuan Eng Koh
Tommy Chuan Eng Koh is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Tommy is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Tommy holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Tommy's qualifications include a Certified Financial Planner from FPA. Tommy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Master of Applied Finance
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner
FPA
2017
T1MLGA
Tier 1 Margin Lending - General Advice
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Not authorised to provide personal advice on SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register