Eng K Ooi
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311601
- Location
- Osborne Park WA 6017
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 27 September 2016
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Advising, Securities Institute/Tribeca (2003); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2005); Self Managed Superannuation Fund (SMSF) Adviser Education Program, Financial Essentials (2008); Margin Lending & Geared Investments Adviser Accreditation, Kaplan (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Eng K Ooi
Eng K Ooi is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000311601.
Eng provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 27 September 2016.
The register records 2002 as the year Eng first provided financial advice. The qualifications listed for Eng include Diploma of Financial Advising (Securities Institute/Tribeca, 2003), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2005) and Self Managed Superannuation Fund (SMSF) Adviser Education Program (Financial Essentials, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Eng K Ooi a registered financial adviser?
Yes. Eng K Ooi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311601.
Which licensee does Eng K Ooi work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Eng K Ooi give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.