Financial Adviser
· KEW, VIC
Adrian Francis Peter D'mello
No disciplinary history on record with ASIC
KEW,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472604
About Adrian Francis Peter D'mello
Adrian Francis Peter D'mello is a financial adviser based in Kew, Victoria, with 16 years of experience in the financial services industry since 2010. Adrian is currently authorised under Lifespan Financial Planning. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adrian's qualifications include a Certified Financial Planner from CFP. Adrian is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2004
Bachelor of Commerce
The University of Melbourne
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2018
Master of Financial Planning
Kaplan
2019
Certified Financial Planner
CFP
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan