Khiam Ooi Financial Planner Report

Name:
Khiam Eng Ooi

Rep Number:
000311601

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2016-09-27 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
Securities Institute/Tribeca
Diploma of Financial Advising
Kaplan
Margin Lending & Geared Investments Adviser Accreditation
Financial Essentials
Self Managed Superannuation Fund (SMSF) Adviser Education Program

Memberships
Financial Planning Association of Australia (FPA)