Financial Adviser
· MANLY, NSW
Helio Brindeiro De Souza
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310800
Helio Brindeiro De Souza is a financial adviser based in Manly, New South Wales, with 1 year of experience in the financial services industry. Helio is currently authorised under Navigate Manly Pty Ltd. Helio 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 Graduate Diploma of Financial Planning from Kaplan Professional.
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
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Graduate Diploma of Financial Planning
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