Tai To
Financial Adviser
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About
Tai To is an ASIC-registered financial adviser based in Bundoora, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Tai holds a Bachelor of Business (Financial Planning) from RMIT University (2021) and has completed Ethics and Professionalism in Financial Advice - Kaplan Professional (2024). This strong educational foundation ensures Tai provides advice that is both knowledgeable and ethical. Authorised to provide advice on a broad range of financial products, Tai can assist you with superannuation, insurance, wealth management, and retirement planning. Tai is also qualified to offer advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Tai today to arrange a consultation and discover how personalised financial advice can benefit you.
Specialisations
Areas of Expertise
Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Tai To provide?
Tai To specialises in superannuation, insurance, wealth management, and retirement planning advice. He can also advise on investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Tai To have?
Tai To holds a Bachelor of Business (Financial Planning) from RMIT University and has completed Ethics and Professionalism in Financial Advice with Kaplan Professional.
What can I expect during my first consultation with Tai?
During your initial consultation, Tai will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.
How can Tai help me with my retirement planning?
Tai can help you develop a comprehensive retirement plan that takes into account your current savings, projected income needs, and investment strategies to ensure a comfortable retirement.
Is Tai To an ASIC-registered financial advisor?
Yes, Tai To is a fully registered financial advisor with the Australian Securities & Investments Commission (ASIC).
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