Eben Lok's Location
Adelaide, SA, AU
Eben Lok's Work
- Principal, Wealth Advisory @ William Buck
- Senior Advisor, Wealth Advisory @ William Buck
- Advisor, Wealth Advisory @ William Buck
- Associate Advisor @ Findex
- Associate Advisor @ Mortgage Choice
- Paraplanner, Wealth Management @ Perks
- Paraplanner @ People's Choice Credit Union
- Paraplanner @ Humble Goode Financial Pty Ltd
- Business Development and Sales Support Officer @ Bendigo and Adelaide Bank
Eben Lok's Education
- Kaplan Professional
Master of Financial Planning
2014 - 2016 - Kaplan Professional
Graduate Certificate in Applied Finance
2013 - 2014 - Kaplan Professional
Advanced Diploma of Financial Planning
2012 - 2014
- Kaplan Professional
Certificate IV in Finance and Mortgage Broking
2019 - 2019 - FINSIA
Diploma of Financial Services (Financial Planning)
2006 - 2007 - Sacred Heart College
SACE Certificate
1990 - 1996
Eben Lok's Skills
- Wealth Management
- Superannuation
- Wealth
- Relationship Management
- Investment Advisory
- Financial Advisory
- Pensions
- Financial Planning
- Investments
- Portfolio Management
Eben Lok's Summary
Eben Lok, based in Adelaide, SA, AU, is currently a Principal, Wealth Advisory at William Buck, bringing experience from previous roles at William Buck, Findex and Mortgage Choice. Eben Lok holds a 2014 - 2016 Master of Financial Planning @ Kaplan Professional. With a robust skill set that includes Wealth Management, Superannuation, Wealth, Relationship Management, Investment Advisory and more, Eben Lok contributes valuable insights to the industry. Eben Lok has 2 emails on RocketReach.
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