Herbert Dugdale
Financial Adviser in Newmarket, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287881
- Location
- Newmarket QLD 4051
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 2 May 2005
- First provided advice
- 2002
- Qualifications
- Bachelor of Engineering (Civil Engineering), University of South Australia (1992); Self Managed Superannuation Funds, Kaplan Professional Education (2011); Accredited Listed Products Adviser Provider, Kaplan Professional Education (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Herbert Dugdale
Herbert Dugdale is a financial adviser in Newmarket, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000287881.
The licensee Herbert advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 2 May 2005.
The register records 2002 as the year Herbert first provided financial advice. The qualifications listed for Herbert include Bachelor of Engineering (Civil Engineering) (University of South Australia, 1992), Self Managed Superannuation Funds (Kaplan Professional Education, 2011) and Accredited Listed Products Adviser Provider (Kaplan Professional Education, 2012). Herbert 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 Herbert Dugdale a registered financial adviser?
Yes. Herbert Dugdale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287881.
Which licensee does Herbert Dugdale work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Herbert Dugdale give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.