Financial Adviser
· BRISBANE CITY, QLD
Jerry Rio
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000127
Jerry Rio is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry. Jerry is currently authorised under Bentleys (QLD) Advisory Pty Ltd. Jerry 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 Certified Financial Planner from Financial Planning Association of Australia. Jerry is a member of Financial Advice Association of Australia (FAAA).
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
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma Financial Planning
Kaplan Professional
2018
Graduate Certificate in Financial Planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Masters of Financial Planning
Kaplan Higher Education Pty Limited
2021
Certified Financial Planner
Financial Planning Association of Australia
Registration History
Source: ASIC Financial Advisers Register