Financial Adviser
· MELBOURNE, VIC
Rivee Dylan Tai Tao
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242510
Rivee Dylan Tai Tao is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Rivee is currently authorised under Carnbrea & Co. Ltd.. Rivee 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 Bachelor of Business (Accounting) from Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Accounting)
Swinburne University of Technology
2009
Tier 1 Adviser Compliance
Other - Kaplan Professional
2019
Accredited Derivatives Adviser Level 1
Kaplan Professional
2019
FPC002B
Bridging Course - Ethics - Kaplan Professional
2020
Tier 1 Margin Lending
Other - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional