Financial Adviser
· NEWMARKET, QLD
Herbert Dugdale
No disciplinary history on record with ASIC
NEWMARKET,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287881
About Herbert Dugdale
Herbert Dugdale is a financial adviser based in Newmarket, Queensland, with 24 years of experience in the financial services industry since 2002. Herbert is currently authorised under Ri Advice Group. Herbert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Herbert's qualifications include a Bachelor of Engineering (Civil Engineering) from University of South Australia. Herbert 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Engineering (Civil Engineering)
University of South Australia
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2012
Accredited Listed Products Adviser Provider
Kaplan Professional Education
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited