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Joshua Teh

Capital Managers Pty Ltd

Bronze
14 Yrs Experience
Mount Hawthorn, WA 6016

I have worked in the Financial Services industry for more than seven years, working across portfolios such as, share trading, lending, strategic financial advice, superannuation and retirement planning, business, group and personal life risk insurances . I am committed to working closely with my personal, small business and professional clients to provide them with personalised customer service and deliver tailored strategic superannuation and life insurance advice and solutions that meet their needs.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Capital Managers Pty Ltd

Suite 1, Level 2, 180 Scarborough Beach Rd
Mount Hawthorn, WA 6016

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523