Chanthy Oeur

Barwon Financial Planning Pty Ltd

Gold
16 Yrs Experience
Geelong, VIC 3220

Recent reviews

Barwon Financial Planning Pty Ltd

Level 2, 191 Malop St
Geelong, VIC 3220

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Chanthy has given me advice on many aspects including insurance, investments and estate planning. Chanthy was a pleasure to deal with and explained everything I needed to know about the products I am using. It is nice to deal with another female who understands the uniqueness of my situation and was able to find products that suit my needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certificate in Superannuation Management

Level
0 - Training / Exam / Other
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2004

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Superannuation Funds Australia (ASFA)

Membership type
Member

Australian Institute of Superannuation Trustees (AIST)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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