Financial Adviser · BEAUMARIS, VIC

Gavin Cao

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311780

Gavin Cao is a financial adviser based in Beaumaris, Victoria, with 1 year of experience in the financial services industry. Gavin is currently authorised under Count Financial Limited. Gavin 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 Business Administration from University of Melbourne. Gavin is a member of CPA Australia (CPA).

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

2007
Bachelor of Commerce (Accounting)
The University of Adelaide
2012
Certified Practicing Accountant (CPA)
CPA Australia
2018
Master of Business Administration
University of Melbourne
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Master of Financial Planning
Kaplan Higher Education
2025
[2025/26] Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Oct 2024 - Present Current

Source: ASIC Financial Advisers Register