Financial Adviser · MELBOURNE, VIC

Tama Lawrence Ohia

MELBOURNE, VIC
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001299353
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services

About Tama Lawrence Ohia

Tama Lawrence Ohia is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Tama works at PSK Private Wealth, which is licensed through Psk Advisory Services. Tama holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tama's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Tama is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
2007
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2023
AMP Work and Training Professional Year
AMP Financial Planning Limited
2026
FPE020 SMSF Regulations and Taxation
Kaplan Professional

Registration History

Sep 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oct 2022 - Aug 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register