About Me

Boh moved to Australia in 2008 after completing his Bachelor ofEconomics in Canada. Upon arrival in Toowoomba he commencedworking as a financial planner for a local boutique financial planning firm.Boh enjoys building and developing long term relationships with hisclients and he specialises in Australian equities, wealth creation,retirement income plans, risk insurance, and Self ManagedSuperannuation Funds. As well as a Bachelor of Economics, Boh has an Advanced Diplomaof Financial Services and has completed a specialist course in selfmanagedsuperannuation funds. He is also a Certified Financial Planner(CFP®).

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Morgans Financial Limited
CERTIFIED FINANCIAL PLANNER®