Financial Adviser · THE JUNCTION, NSW

Jose Eli Hernandez

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000342114

Jose Eli Hernandez is a financial adviser based in The Junction, New South Wales, with 17 years of experience in the financial services industry. Jose is currently authorised under Ri Advice Group Pty Ltd. Jose 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 Master of Financial Planning from Kaplan Professional. Jose is a member of Tax Practitioners Board.

Authorised to Advise On

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

Restrictions: Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Margin Lending and Geared Investments

Kaplan Professional Education

2011

Advanced Diploma of Financial Services

Kaplan Professional

2017

Graduate Diploma of Financial Planning

Kaplan Professional

2017

Master of Financial Planning

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Ri Advice Group Pty Ltd

Nov 2019 - Present Current

Securities: advice is limited to approved model portfolios only.

Fitzpatricks Private Wealth Pty Ltd

Aug 2017 - Aug 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2016 - Aug 2017 Ceased

Excluding Self Managed Superannuation Funds

B. Moses Investment Services Pty Limited

Apr 2014 - Jun 2016 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Oct 2009 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register