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