Financial Adviser
· BRISBANE, QLD
Isaac Joaquim Montaner
No disciplinary history on record with ASIC
3
Years experience
ASIC Registered · ADV 001297643
Isaac Joaquim Montaner is a financial adviser based in Brisbane, Queensland, with 3 years of experience in the financial services industry. Isaac is currently authorised under Bdo Private Wealth Advisers Pty Ltd. Isaac holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce (Finance) from University of Queensland.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2018
Bachelor of Commerce (Finance)
University of Queensland
2021
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
2022
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
2022
Tax and Commercial Law for Financial Planning
Kaplan