Financial Adviser · BAULKHAM HILLS, NSW

Reinald Paulo Daguio

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004908

Reinald Paulo Daguio is a financial adviser based in Baulkham Hills, New South Wales, with 21 years of experience in the financial services industry. Reinald is currently authorised under Ri Advice Group Pty Ltd. Reinald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Reinald 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 Margin Lending

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Economics

University of Western Sydney

2008

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2012

Master of Commerce (Financial Planning)

University of Western Sydney

2014

Self Managed Superannuation Funds

Kaplan Professional Education

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Ri Advice Group Pty Ltd

Jun 2020 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Australia And New Zealand Banking Group Limited

Nov 2007 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register