Financial Adviser · PASCOE VALE, VIC

Abdul Taha

PASCOE VALE, VIC

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000243472

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Abdul Taha is a financial adviser based in Pascoe Vale, Victoria, with 28 years of experience in the financial services industry since 1998. Abdul is currently authorised under Akumin Financial Planning. Abdul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Abdul's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2006

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2018

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jun 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

APOGEE FINANCIAL PLANNING PTY LTD

Dec 2003 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register