Financial Adviser · CHATSWOOD, NSW

Rodel Manlapid Claudio

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000305645

Rodel Manlapid Claudio is a financial adviser based in Chatswood, New South Wales, with 23 years of experience in the financial services industry. Rodel is currently authorised under Finchley & Kent Pty Ltd. Rodel 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 Certified Financial Planner Education Program from FPA Australia. Rodel is a member of Certified Financial Planner of the Financial Planning Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: The Authorised Representative is restricted in giving advice in Self-Managed Super Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
Integratec Training and Commonwealth Bank of Australia
2012
Certified Financial Planner Education Program
FPA Australia
2014
Margin Lending Course (928S)
Kaplan Professional

Registration History

Jun 2025 - Present Current
The Authorised Representative is restricted in giving advice in Self-Managed Super Funds.
May 2021 - Jun 2025 Ceased
Not authorised to provide advice on Self-Managed Super Funds
GWM ADVISER SERVICES PTY LTD
Sep 2014 - May 2021 Ceased
Aug 2013 - Sep 2014 Ceased
GWM ADVISER SERVICES PTY LTD
Feb 2011 - Jun 2013 Ceased
Sep 2010 - Feb 2011 Ceased
Jun 2009 - Aug 2010 Ceased
Oct 2007 - May 2009 Ceased

Source: ASIC Financial Advisers Register