Financial Adviser
· SHEPPARTON, VIC
Oliver Ladd
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002568
Oliver Ladd is a financial adviser based in Shepparton, Victoria, with 15 years of experience in the financial services industry. Oliver is currently authorised under Cpw Advisory Pty Ltd. Oliver 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 Certification from Financial Planning Association of Australia. Oliver 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Applied Science (Podiatry)
University of South Australia
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Certified Financial Planner Certification
Financial Planning Association of Australia
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional