Senior Financial Planner And Director
Current
Capital Managers Pty Ltd
Feb 2020 - Present
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Joshua Teh Email & Phone Number
Senior Financial Planner and Director
at
Capital Managers Pty Ltd
LinkedIn matched
✓ Verified August 2026
2 data sources
Profile completeness 86%
Current company
Capital Managers Pty Ltd
Role
Senior Financial Planner and Director
Location
Greater Perth Area, Australia
Who is Joshua Teh? Overview
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Quick answer
Joshua Teh is listed as Senior Financial Planner and Director at Capital Managers Pty Ltd, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Joshua Teh.
Joshua Teh previously worked as Financial Planner at Capital Managers and Superannuation and Business / Personal Life Risk Adviser at Nexus Life.
Profile bio
About Joshua Teh
I have worked in the Financial Services industry since 2006 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.
Listed skills include Retirement Planning, Financial Services, Superannuation, Investments, and 46 others.
Current workplace
Joshua Teh's current company
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Capital Managers Pty Ltd
8 roles
Joshua Teh work experience
A career timeline built from the work history available for this profile.
Financial Planner
Capital Managers
Provide personal financial advice to a wide range of clients
Oct 2014 - Feb 2020
Superannuation And Business / Personal Life Risk Adviser
Provide life risk management solutions to business and personal clients.Areas of speciality;Business Risk (Buy/Sell, Keyman, Business Expenses)Personal Life Risk Products (Life, Total Permanent Disability, Critical Illness and Income Protection)Superannuation Consolidation and Retirement Planning (Master trusts and Wrap Accounts)
Jul 2012 - Oct 2014
Financial Adviser
Provide Financial Advice to Personal Retail Clients.I looked after a team of Mobile lenders and a couple of Bank Branches providing personal advice to their clients.
Apr 2011 - Jul 2012
Client Servicing Adviser
Provide Superannuation and Life Insurance advice to Exited Corporate members.Managed indirect servicing to individual client base
Oct 2010 - Apr 2011
Technical Adviser
Prepared Statements of AdviceProvide Technical support to clients and AdvisersActive member of the AXIS investment CommitteeDesign Quoting tools for Corporate Insurance PlansAssist with fine tuning company procedures
Nov 2009 - Oct 2010
Senior Administrator
Key Contact Person for a panel of Corporate Superannuation and Insurance Clients.Responsibilities included;Corporate Super Fund reportingAssisting Corporate Advisers/ CEOAssisting corporate clients and employees with general queries.Preparing limited Statements of AdviceProvide Personal Life Insurance Quotes
May 2007 - Nov 2009
Trading Representative
Place Trades on the Australian Stock Exchange of behalf of clients.Provide market rules and share trading guidance to retail customers.Assist clients with the day to day management of of a share portfolio
May 2006 - May 2007
FAQ
Frequently asked questions about Joshua Teh
Quick answers generated from the profile data available on this page.
What company does Joshua Teh work for?
Joshua Teh works for Capital Managers Pty Ltd.
What is Joshua Teh's role at Capital Managers Pty Ltd?
Joshua Teh is listed as Senior Financial Planner and Director at Capital Managers Pty Ltd.
Where is Joshua Teh based?
Joshua Teh is based in Greater Perth Area, Australia while working with Capital Managers Pty Ltd.
What companies has Joshua Teh worked for?
Joshua Teh has worked for Capital Managers Pty Ltd, Capital Managers, Nexus Life, Bankwest, and Axis Financial Group.
How can I contact Joshua Teh?
You can use AeroLeads to view verified contact signals for Joshua Teh at Capital Managers Pty Ltd, including work email, phone, and LinkedIn data when available.
What skills is Joshua Teh known for?
Joshua Teh is listed with skills including Retirement Planning, Financial Services, Superannuation, Investments, Insurance, Income Protection, Financial Advisory, and Life Insurance.
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