Financial Adviser
· HAMPTON, VIC
Raquel Netto
No disciplinary history on record with ASIC
HAMPTON,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328702
Raquel Netto is a financial adviser based in Hampton, Victoria, with 18 years of experience in the financial services industry since 2008. Raquel is currently authorised under Sgn Financial, operating through The Wealth Mentoring Group. Raquel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Raquel's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Raquel 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
2008
Bachelor of Commerce
Monash University
2008
Diploma of Financial Services (Financial Planning)
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Specialist SMSF Adviser Training Course
SMSF Strategies
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
CFP Certification Program
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education