Financial Adviser
· BUSSELTON, WA
Dominic Widlake
No disciplinary history on record with ASIC
BUSSELTON,
WA
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004660
Licensee
Melbourne, VIC (licence address on ASIC register)
About Dominic Widlake
Dominic Widlake is a financial adviser based in Busselton, Western Australia, with 38 years of experience in the financial services industry since 1988. Dominic works at Canaccord Genuity Financial, which is licensed through Canaccord Genuity Financial Limited. Dominic holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dominic's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Dominic 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Accredited Derivatives Adviser Level 1
Chartered Insurance Institute G70
2008
Advanced Diploma of Financial Planning
Australian & New Zealand Institute of Insurance & Finance
2009
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register