Eric Alistair Koelmeyer
Financial Adviser in Bundoora, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231062
- Location
- Bundoora VIC 3083
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 November 2019
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Aged Care Specialist Adviser Course, Estplan (2010); Specialist SMSF Course, Cavendish & University of Adelaide (2014); Fellow Chartered Financial Practitioner (FChFP) Program, Association of Financial Advisers (AFA) (2016); Aged Care Course (FPE010), Kaplan Higher Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Eric Alistair Koelmeyer
On the Financial Advisers Register kept by ASIC, Eric Alistair Koelmeyer appears as a current financial adviser in Bundoora, Victoria, adviser number 000231062.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 15 November 2019.
According to the register, Eric first provided financial advice in 1986. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006) and Aged Care Specialist Adviser Course (Estplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Eric is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Eric Alistair Koelmeyer a registered financial adviser?
Yes. Eric Alistair Koelmeyer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231062.
Which licensee does Eric Alistair Koelmeyer work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Eric Alistair Koelmeyer give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.