Zvi Teichtahl
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000401926
- Location
- Chatswood NSW 2067
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 18 March 2011
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2004); Margin Lending and Geared Inv., Kaplan (2011); ASX Acredited Listed Products Adviser (ALPA) Program, Kaplan (2012); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2012); Master of Commerce (Financial Planning), University of Western Sydney (2015)
- 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 Zvi Teichtahl
Zvi Teichtahl is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000401926).
Zvi provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 18 March 2011.
According to the register, Zvi first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 2004), Margin Lending and Geared Inv. (Kaplan, 2011) and ASX Acredited Listed Products Adviser (ALPA) Program (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Zvi Teichtahl a registered financial adviser?
Yes. Zvi Teichtahl is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401926.
Which licensee does Zvi Teichtahl work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Zvi Teichtahl 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.