Financial Adviser · MELBOURNE, VIC

Tommy Chuan Eng Koh

MELBOURNE, VIC

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000222899

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC (firm address)

View firm profile

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 Australia And New Zealand Banking Group Limited, operating through Australia And New Zealand Banking Group. Tommy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tommy's qualifications include a Certified Financial Planner from FPA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities - Class of product advice only.

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

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

Australia And New Zealand Banking Group Limited

Oct 2016 - Present Current

Securities - Class of product advice only.

Count Financial Limited

Jun 2014 - Aug 2016 Ceased

Not authorised to provide personal advice on SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register