Financial Adviser · BERESFIELD, NSW

Clint Ducat

BERESFIELD, NSW
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000434181
Currently at
Beresfield, NSW (firm address)

Clint Ducat is a financial adviser based in Beresfield, New South Wales, with 13 years of experience in the financial services industry since 2013. Clint is currently authorised under Wizdom Wealth. Clint holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clint's qualifications include a Graduate Diploma of Financial Planning from KAPLAN. Clint 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

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Services (Financial Planning)
Intellitrain
2015
SMSF Strategies course
Terra Cordis Pty Limited
2017
Advanced Diploma of Financial Planning
Integrity Education Group
2017
DFP5v2 Tax for Financial Advising
KAPLAN
2017
TASACLv1 Commercial Law
KAPLAN
2019
FASEA Code of Ethics
Financial Adviser Standards and Ethics Authority (FASEA)
2021
SMSF Specialist Adviser (SSA)
SMSF Association
2025
Graduate Diploma of Financial Planning
KAPLAN

Registration History

Aug 2018 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2017 - Aug 2018 Ceased
A.C.N. 140 520 225 PTY LTD
May 2016 - Jun 2017 Ceased
AIW DEALER SERVICES PTY LTD
Sep 2015 - May 2016 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Feb 2013 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register