Financial Adviser
· PERTH, WA
John Motteram
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263986
John Motteram is a financial adviser based in Perth, Western Australia, with 24 years of experience in the financial services industry since 2002. John is currently authorised under Sentry Advice, operating through Phiang Wealth. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Bachelor of Business from Edith Cowan University (ECU). John is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business
Edith Cowan University (ECU)
2006
Graduate Diploma in Financial Planning (Historical SIA / FINSIA
Kaplan Higher Education Pty Limited
2010
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register