Financial Adviser · GEELONG, VIC

Chanthy Oeur

GEELONG, VIC

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006164

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Chanthy Oeur

Chanthy Oeur is a financial adviser based in Geelong, Victoria, with 20 years of experience in the financial services industry since 2006. Chanthy is currently authorised under Fortnum Private Wealth. Chanthy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chanthy's qualifications include a Certified Financial Planner (CFP) from FPA. Chanthy is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce

Deakin University

2004

Certificate of Superannuation Management

ASFA

2006

Certified Financial Planner (CFP)

FPA

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Fortnum Private Wealth Ltd

Nov 2016 - Present Current

VICSUPER PTY LTD

Dec 2006 - Aug 2016 Ceased

VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register