Financial Adviser
· SUBIACO, WA
Seng Choon Kwa
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250075
Seng Choon Kwa is a financial adviser based in Subiaco, Western Australia, with 25 years of experience in the financial services industry. Seng is currently authorised under Insight Investment Services Pty Ltd. Seng 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 Bachelor of Commerce from University of Western Australia. Seng is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
University of Western Australia
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2014
Provide Advice in Margin Lending
Pinnacle Financial Services Academy
2017
ASX Listed Products Accreditation Course (LPAC)
LPACOnline
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register