Dane Rabot
Financial Adviser in Port Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274407
- Location
- Port Melbourne VIC 3207
- Licensee
- Lifestyle Asset Management Pty Ltd (AFSL 288421)
- Authorised since
- 3 December 2018
- First provided advice
- 1984
- Qualifications
- Diploma of Financial Planning, Kaplan (2012); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2013); Super Concepts & ICFS Specialist SMSF Course, University of Adelaide (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Restriction on providing advice on establishment of new SMSFs
- Tax (financial) advice
- Yes
- Register status
- Current
About Dane Rabot
Dane Rabot is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Melbourne, Victoria (adviser number 000274407).
Dane provides advice as an authorised representative of Lifestyle Asset Management Pty Ltd, which holds Australian financial services licence 288421. The current authorisation started on 3 December 2018.
The register records 1984 as the year Dane first provided financial advice. The qualifications listed for Dane include Diploma of Financial Planning (Kaplan, 2012), Advanced Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2013) and Super Concepts & ICFS Specialist SMSF Course (University of Adelaide, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Restriction on providing advice on establishment of new SMSFs.”
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Questions people ask
Is Dane Rabot a registered financial adviser?
Yes. Dane Rabot is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274407.
Which licensee does Dane Rabot work under?
Lifestyle Asset Management Pty Ltd, Australian financial services licence 288421.
What can Dane Rabot give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Restriction on providing advice on establishment of new SMSFs."