Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Lincoln Edward Rego

8 Years experience
Tax advice
authorised
Currently at
Shadforth Financial Group Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001263454

Lincoln Edward Rego is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Lincoln is currently authorised under Shadforth Financial Group Limited. Lincoln 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia Limited. Lincoln 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

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Commerce (Economics and Management)
Curtin University of Technology
2016
Master of Business Administration
Curtin University of Technology
2019
Advanced Diploma of Financial Planning FNS60415
Kaplan Education Pty Ltd
2019
Certified Financial Planner (CFP)
Financial Planning Association of Australia Limited
2019
DFP5v4 Tax for Financial Advising
Kaplan Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd

Registration History

Shadforth Financial Group Limited
Oct 2019 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Consultum Financial Advisers Pty Ltd
Apr 2018 - Jun 2019 Ceased
Advice on superannuation excludes self managed superannuation funds

Source: ASIC Financial Advisers Register