TAMA LAWRENCE OHIA

Financial Adviser · Rowville, VIC

Registered

Registration Number

001299353

Registration Status

Registered

Location

Rowville, VIC 3178

Providing Advice Since

2023

Registration Date

04/10/2022

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2004 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited (FAAA)
2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - AMP Work and Training Professional Year - Other - AMP Financial Planning Limited

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.