CAUE PENTEADO DE TOLEDO RODRIGUES
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2006 - Bachelor of Business - Bachelor Degree (AQF 7) - University of San Paulo
2017 - Master of Professional Accounting - Masters Degree (AQF 9) - Edith Cowan University
2020 - RG146 Margin Lending Facilities - Other - Financial Education Professionals
2020 - RG146 Self-managed Superannuation Funds - Other - Financial Education Professionals
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.