Financial Adviser
· CRONULLA, NSW
Rory Patrick D'agostino
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236699
Rory Patrick D'agostino is a financial adviser based in Cronulla, New South Wales, with 11 years of experience in the financial services industry. Rory is currently authorised under Spark Advisors Australia Pty Ltd. Rory 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 Bachelor of Commerce (Finance and Marketing) from University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Finance and Marketing)
University of Wollongong
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register