Financial Adviser · HERVEY BAY, QLD

Renee Tregoning

4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001288124

Renee Tregoning is a financial adviser based in Hervey Bay, Queensland, with 4 years of experience in the financial services industry. Renee is currently authorised under Ri Advice Group Pty Ltd. Renee 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 Higher Education Pty Limited. Renee 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 Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2020
Bachelor of Commerce
University of Southern Queensland
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
SMSF Specialist Advisor
Self Managed Super Fund Association
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2026 - Present Current
Superannuation: Not authorised to provide SMSF advice.
May 2021 - Dec 2025 Ceased

Source: ASIC Financial Advisers Register