Jose Antonio Perez Retamal
Financial Adviser in Brisbane City, Queensland, Australia
Review Jose Antonio Perez Retamal
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001264351
- Location
- Brisbane City QLD 4000
- Licensee
- Plan 2 Pty Ltd (AFSL 237874)
- Authorised since
- 1 September 2023
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology Pty Ltd (IIT) (2013); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2015); Principles in Self Managed Superannuation Funds, International Institute of Technology Pty Ltd (IIT) (2015); MLFNS, International Institute of Technology Pty Ltd (IIT) (2018); Graduate Diploma of Financial Planning, Kaplan (2023)
- 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 Jose Antonio Perez Retamal
On the Financial Advisers Register kept by ASIC, Jose Antonio Perez Retamal appears as a current financial adviser in Brisbane City, Queensland, adviser number 001264351.
The licensee Jose advises under is Plan 2 Pty Ltd (AFS licence 237874). That authorisation dates from 1 September 2023.
According to the register, Jose first provided financial advice in 2013. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (International Institute of Technology Pty Ltd (IIT), 2013), Advanced Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2015) and Principles in Self Managed Superannuation Funds (International Institute of Technology Pty Ltd (IIT), 2015).
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.
Reviews
Nobody has reviewed Jose Antonio Perez Retamal here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jose Antonio Perez Retamal a registered financial adviser?
Yes. Jose Antonio Perez Retamal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264351.
Which licensee does Jose Antonio Perez Retamal work under?
Plan 2 Pty Ltd, Australian financial services licence 237874.
What can Jose Antonio Perez Retamal 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.