Tanzeem Khan
Financial Adviser · Concurrence Financial Planning Pty Ltd
Kingsford, NSW
11 years' experience - first provided advice 2015 (ASIC register)
About
Tanzeem is a Financial Adviser at Concurrence Financial Planning and an Authorised Representative of PGW Financial Services Pty Ltd, advising clients since 2015. He holds a Master of Applied Finance from the University of Wollongong and an Advanced Diploma of Financial Planning.
Services
SuperannuationSuperannuation strategy and structure.
Life risk insurance
Life investment products
Securities
Managed investments
Deposit products
Retirement savings accounts
Government debentures and bonds
Languages
English
Qualifications & memberships
- 2011 - Master of Applied Finance - University of Wollongong
- 2013 - Diploma of Financial Planning - Kaplan Professional
- 2014 - Self Managed Superannuation Funds - Kaplan Professional
- 2016 - Advanced Diploma of Financial Planning - Mentor Education
- 2024 - Behavioural Finance - TAFE NSW
- 2024 - Ethics and Professional Standards for Financial Advisers - TAFE NSW
Sourced from the ASIC Financial Advisers Register and the professional's own representations.
Advisor information is factual and based on public records and the professional's own representations. It is not a recommendation or endorsement by InvestHAQ.