Financial Adviser
· DOCKLANDS, VIC
Wentao Guo
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238944
Wentao Guo is a financial adviser based in Docklands, Victoria, with 10 years of experience in the financial services industry. Wentao is currently authorised under Mercer Financial Advice (Australia) Pty Ltd. Wentao 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 COmmerce from University of Woolongong. Wentao is a member of CPA Australia (CPA), Tax Practitioners Board and The Tax Institute.
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
2006
Bachelor of Commerce (Accounting)
Macquarie University
2008
Bachelor of Professional Accounting
Holmes Institute
2009
Master of COmmerce
University of Woolongong
2015
Life Insurance Adviser (Personal Advice)
Mentor Education
2015
Superannuation Adviser (Personal Advice)
Mentor Education
2018
Diploma of Financial Planning
Mentor Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Advanced Diploma of Financial Planning
Kaplan