Eng Ooi
Financial Adviser
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About
Eng Ooi is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Advising from Securities Institute/Tribeca (2003), Eng further solidified his expertise by becoming a Certified Financial Planner (CFP) with the Financial Planning Association (FPA) in 2005. He has also completed the Self Managed Superannuation Fund (SMSF) Adviser Education Program (2008) and the Margin Lending & Geared Investments Adviser Accreditation (2010). Eng is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Eng is authorized to provide advice on a wide range of financial products, ensuring a holistic approach to your financial well-being. This includes superannuation, insurance, and comprehensive retirement planning, as well as Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Key services include: • Superannuation advice to maximise your retirement savings • Retirement planning to ensure a comfortable future • Insurance solutions to protect you and your family • Investment advice tailored to your individual needs Ready to take control of your financial future? Contact Eng today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Eng Ooi provide?
Eng Ooi provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance and Retirement Savings Accounts. He tailors his advice to meet your specific needs and financial goals.
What are Eng Ooi's qualifications and experience?
Eng Ooi holds a Diploma of Financial Advising, is a Certified Financial Planner (CFP), and has completed specialist training in SMSFs and margin lending. He has been providing financial advice since 2003 and is a member of the Financial Advice Association of Australia (FAAA).
How does Eng Ooi's financial planning process work?
The process typically starts with an initial consultation to understand your current financial situation, goals, and risk tolerance. Eng will then develop a personalized financial plan, present it to you, and implement it upon your approval. Regular reviews are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with Eng Ooi?
During your first meeting, you can expect a friendly and professional conversation where Eng will listen to your financial goals and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Eng is the right financial adviser for you.
How can Eng Ooi help me with my superannuation?
Eng Ooi can provide advice on optimizing your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a tax-efficient retirement income stream. He can also assist with establishing and managing a Self-Managed Superannuation Fund (SMSF).
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