Financial Adviser
· SANDGATE, QLD
Luis Arguello
No disciplinary history on record with ASIC
SANDGATE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273046
About Luis Arguello
Luis Arguello is a financial adviser based in Sandgate, Queensland, with 8 years of experience in the financial services industry since 2018. Luis is currently authorised under Dalton Financial Services. Luis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Luis's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Luis 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
2016
Bachelor of Business (Management)
Queensland University of Technology
2016
Self Managed Superannuation Funds
Monarch Institute
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2022
Aged Care Professional Program
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan
2026
Certified Financial Planner
Financial Advice Association of Australia