Financial Adviser · MOUNT WAVERLEY, VIC

Jun Keat Tan

MOUNT WAVERLEY, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007299

Currently at

Boston Reed

Beaconsfield, VIC (firm address)

View firm profile

Jun Keat Tan is a financial adviser based in Mount Waverley, Victoria, with 15 years of experience in the financial services industry since 2011. Jun is currently authorised under Boston Reed. Jun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jun's qualifications include a Bachelor of Commerce from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Authorised to provide financial product advice in deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products;

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce

Deakin University

2018

TASA and the TPB Code of Professional Conduct

Kaplan Professional

Registration History

Boston Reed Pty Ltd

Jan 2019 - Present Current

Authorised to provide financial product advice in deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products;

EVERMORE MONEY MANAGEMENT PTY LTD

May 2011 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register