Dennis Loh – Financial Adviser
Adviser identifying number: 1246367
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED
Licence number: 488375
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED
Authorised Representative identifying number: 488375
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advance Diploma of Financial Planning – Mentor Education
- Diploma of Financial Planning – Mentor Education
- Master of Accounting – Macquarie University
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- National Tax & Accountants Associaiton
- SMSF Association
Dennis Loh is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation