Financial Adviser · PORT MELBOURNE, VIC

Dane Rabot

42 Years experience

Tax advice
authorised

Currently at

Barangaroo, NSW

View firm profile

ASIC Registered · ADV 000274407

Dane Rabot is a financial adviser based in Port Melbourne, Victoria, with 42 years of experience in the financial services industry. Dane is currently authorised under Lifestyle Asset Management Pty Ltd. Dane 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 Advanced Diploma of Financial Planning from International Institute of Technology Pty Ltd (IIT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Planning

Kaplan

2013

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2017

Super Concepts & ICFS Specialist SMSF Course

University of Adelaide

Registration History

Lifestyle Asset Management Pty Ltd

Dec 2018 - Present Current

Restriction on providing advice on establishment of new SMSFs

Charter Financial Planning Limited

Aug 2008 - Oct 2018 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register