Financial Adviser · NEWCASTLE, NSW

Bowen Tang

NEWCASTLE, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001262873
Currently at
Melbourne, VIC (firm address)

About Bowen Tang

Bowen Tang is a financial adviser based in Newcastle, New South Wales, with 8 years of experience in the financial services industry since 2018. Bowen is currently authorised under Capstone Financial Planning, operating through Mysuper Advisory Group. Bowen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bowen's qualifications include a Certified Financial Planner from Financial Planning Association Australia. Bowen is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Business Law BUSL250
Macquarie University
2010
Bachelor of Commerce
2010
Revenue Law BUSL320
Macquarie University
2016
Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner
Financial Planning Association Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
SMSF Association Specialist Adviser Program
SMSF Association
2026
SMSF Specialist Advisor
SMSF Association

Registration History

Jul 2025 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Mar 2020 - May 2025 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Nov 2018 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Mar 2018 - Sep 2018 Ceased

Source: ASIC Financial Advisers Register