Tharee Kim-Hai Siauw
Financial Adviser in Brunswick, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333715
- Location
- Brunswick VIC 3056
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 20 March 2020
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of Queensland (2006); Graduate Diploma of Financial Planning, Finsia (2008); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2012); Margin Lending Accreditation Program, Kaplan Professional (2014); Self Managed Superannuation Funds, Kaplan Professional (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tharee Kim-Hai Siauw
Tharee Kim-Hai Siauw is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brunswick, Victoria (adviser number 000333715).
The licensee Tharee advises under is Insight Investment Services Pty Ltd (AFS licence 309996). That authorisation dates from 20 March 2020.
The register records 2009 as the year Tharee first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Queensland, 2006), Graduate Diploma of Financial Planning (Finsia, 2008) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Tharee is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tharee Kim-Hai Siauw a registered financial adviser?
Yes. Tharee Kim-Hai Siauw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333715.
Which licensee does Tharee Kim-Hai Siauw work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Tharee Kim-Hai Siauw give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.