Clayton Dominic D’cruz
Financial Adviser in Calamvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303114
- Location
- Calamvale QLD 4116
- Licensee
- Wisdom Tree Financial Pty Ltd (AFSL 540933)
- Authorised since
- 26 August 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Financial Planning), Griffith University (2001); Certified Financial Planner, Financial Advice Association of Australia (2005); Margin Lending & Geared Investments, Kaplan Professional Education (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Clayton Dominic D’cruz
Clayton Dominic D’cruz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Calamvale, Queensland (adviser number 000303114).
Advice is given under the Australian financial services licence of Wisdom Tree Financial Pty Ltd, licence number 540933. The current authorisation started on 26 August 2022.
The register records 2006 as the year Clayton first provided financial advice. The qualifications listed for Clayton include Bachelor of Commerce (Financial Planning) (Griffith University, 2001), Certified Financial Planner (Financial Advice Association of Australia, 2005) and Margin Lending & Geared Investments (Kaplan Professional Education, 2012). Clayton is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Clayton Dominic D'cruz a registered financial adviser?
Yes. Clayton Dominic D'cruz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303114.
Which licensee does Clayton Dominic D'cruz work under?
Wisdom Tree Financial Pty Ltd, Australian financial services licence 540933.
What can Clayton Dominic D'cruz 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.