Financial Adviser
· OSBORNE PARK, WA
Eng K Ooi
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311601
Eng K Ooi is a financial adviser based in Osborne Park, Western Australia, with 24 years of experience in the financial services industry. Eng is currently authorised under Consultum Financial Advisers Pty Ltd. Eng 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 (CFP) from Financial Planning Association (FPA). Eng 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Advising
Securities Institute/Tribeca
2005
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2008
Self Managed Superannuation Fund (SMSF) Adviser Education Program
Financial Essentials
2010
Margin Lending & Geared Investments Adviser Accreditation
Kaplan
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register