Financial Adviser
· SYDNEY, NSW
Gabriel Fernandes
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002824
Gabriel Fernandes is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Gabriel is currently authorised under Alteris Financial Group Pty Ltd. Gabriel 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 Diploma of Financial Planning from Deakin University / FPA. Gabriel is a member of Finance Brokers Association of Australia (FBAA).
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
2004
Diploma of Financial Planning
Deakin University / FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Self Managed Superannuation Funds
Kaplan Professsional
2024
Certificate IV in finance & mortgage Broking
Kaplan
Registration History
Securities: Class of product only.
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register