Financial Adviser
· ECHUCA, VIC
Flor De Maria Rivera
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468515
Flor De Maria Rivera is a financial adviser based in Echuca, Victoria, with 11 years of experience in the financial services industry. Flor is currently authorised under Avalonfs Pty Ltd. Flor 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 Graduate Diploma of Financial Planning from Kaplan Professional. Flor 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
2012
Diploma Of Financial Services (Financial Planning)
Kaplan Professional
2016
Advanced Diploma Of Financial Planning
Kaplan Professional
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not SMSF
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to proivded advice on Self Managed Superannuation Funds
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