Financial Adviser
· BUNBURY, WA
Caue Penteado De Toledo Rodrigues
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269613
Caue Penteado De Toledo Rodrigues is a financial adviser based in Bunbury, Western Australia, with 8 years of experience in the financial services industry. Caue is currently authorised under Strategy First Financial Planners Pty Ltd. Caue 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 Master of Professional Accounting from Edith Cowan University. Caue is a member of SMSF Association.
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
2006
Bachelor of Business
University of San Paulo
2017
Master of Professional Accounting
Edith Cowan University
2020
RG146 Margin Lending Facilities
Financial Education Professionals
2020
RG146 Self-managed Superannuation Funds
Financial Education Professionals
2024
Graduate Diploma of Financial Planning
Kaplan