Caue Penteado De Toledo Rodrigues
Financial Adviser in Bunbury, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269613
- Location
- Bunbury WA 6230
- Licensee
- Strategy First Financial Planners Pty Ltd (AFSL 308725)
- Authorised since
- 30 January 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, University of San Paulo (2006); Master of Professional Accounting, Edith Cowan University (2017); RG146 Margin Lending Facilities, Financial Education Professionals (2020); RG146 Self-managed Superannuation Funds, Financial Education Professionals (2020); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Caue Penteado De Toledo Rodrigues
Caue Penteado De Toledo Rodrigues is a financial adviser in Bunbury, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001269613.
The licensee Caue advises under is Strategy First Financial Planners Pty Ltd (AFS licence 308725). The current authorisation started on 30 January 2023.
According to the register, Caue first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business (University of San Paulo, 2006), Master of Professional Accounting (Edith Cowan University, 2017) and RG146 Margin Lending Facilities (Financial Education Professionals, 2020). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Caue Penteado De Toledo Rodrigues a registered financial adviser?
Yes. Caue Penteado De Toledo Rodrigues is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269613.
Which licensee does Caue Penteado De Toledo Rodrigues work under?
Strategy First Financial Planners Pty Ltd, Australian financial services licence 308725.
What can Caue Penteado De Toledo Rodrigues give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.