Financial Adviser · JAMISONTOWN, NSW

Errol Karl Michel Rabaud

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000444607

Errol Karl Michel Rabaud is a financial adviser based in Jamisontown, New South Wales, with 13 years of experience in the financial services industry. Errol is currently authorised under Templestone Financial Services Pty Ltd. Errol 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 Advanced Diploma in Financial Services from Monarch Institute. Errol is a member of Association of Independently Owned Financial Professionals (AIOFP), Fellow of the Association of Taxation and Management Accountants (ATMA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Services (Financial Planning)
Kings International College
2011
Margin Lending and Geared Investments
Kaplan
2013
Principals in SMSF's
International Institute of Technology
2015
Advanced Diploma in Financial Services
Monarch Institute

Registration History

Jun 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
May 2018 - Jun 2023 Ceased
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Mar 2016 - May 2018 Ceased
Aug 2014 - Feb 2016 Ceased
direct equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF
Dec 2013 - Aug 2014 Ceased
Sep 2013 - Dec 2013 Ceased
AAA SHARES PTY LTD
Jun 2005 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register