Financial Adviser · WEMBLEY, WA

Juandy Ahmad Razali Tan

1 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001313479

Juandy Ahmad Razali Tan is a financial adviser based in Wembley, Western Australia, with 1 year of experience in the financial services industry. Juandy is currently authorised under Alliance Wealth Pty Ltd. Juandy 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 (Financial Planning) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Commerce (Financial Planning)

Curtin University

2024

Commercial Law Course

Kaplan Professional

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jan 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register