Financial Adviser
· NUNAWADING, VIC
Rodney Hamilton Tate
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242632
Rodney Hamilton Tate is a financial adviser based in Nunawading, Victoria, with 32 years of experience in the financial services industry. Rodney is currently authorised under Advocate Advisory Pty. Ltd. Rodney 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 Diploma of Financial Planning from Financial Planning Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
ListedASX Listed Product Accreditation Course
LPAC Online Pty Ltd
Registration History
Source: ASIC Financial Advisers Register