Financial Adviser · MELBOURNE, VIC

Tommy Chuan Eng Koh

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000222899

Tommy Chuan Eng Koh is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Tommy is currently authorised under Australia And New Zealand Banking Group Limited. Tommy 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 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

Oct 2016 - Present Current
Securities - Class of product advice only.
Jun 2014 - Aug 2016 Ceased
Not authorised to provide personal advice on SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register