Financial Adviser
· BRISBANE CITY, QLD
Jose Antonio Perez Retamal
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264351
Jose Antonio Perez Retamal is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry. Jose is currently authorised under Plan 2 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 Graduate Diploma of Financial Planning from Kaplan.
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
2013
Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2015
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2015
Principles in Self Managed Superannuation Funds
International Institute of Technology Pty Ltd (IIT)
2018
MLFNS
Other - International Institute of Technology Pty Ltd (IIT)
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
SKYLIGHT FINANCIAL SOLUTIONS PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register