Financial Adviser · SOUTHPORT, QLD

Naldo-rei Casanova

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269507

Naldo-rei Casanova is a financial adviser based in Southport, Queensland, with 8 years of experience in the financial services industry. Naldo-rei is currently authorised under Count Financial Limited. Naldo-rei 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 Bachelor of Commerce (Financial Planning) from Deakin University. Naldo-rei 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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
International Institute of Technology
2017
Advanced Diploma of Financial Planning
Mentor Education
2021
Bachelor of Commerce (Financial Planning)
Deakin University
2024
Introduction to SMSFs
Accurium Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Feb 2024 - Present Current
May 2021 - Feb 2024 Ceased
Nov 2020 - May 2021 Ceased
This representative is not authorised to provide personal advice on Self Managed Super Funds (SMSF)
Nov 2018 - Nov 2020 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register