Financial Adviser
· MELBOURNE, VIC
Angus Carson Dowling
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245665
Angus Carson Dowling is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Angus is currently authorised under Sentry Advice Pty Ltd. Angus 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 Masters of Commerce (Financial Planning) from Deakin University.
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
2014
Bachelor of Commerce (Finance)
Swinburne University of Technology
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2017
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Masters of Commerce (Financial Planning)
Deakin University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register