Raquel Netto
Financial Adviser in Hampton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328702
- Location
- Hampton VIC 3188
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 22 January 2019
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Monash University (2008); Diploma of Financial Services (Financial Planning), FINSIA (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); Specialist SMSF Adviser Training Course, SMSF Strategies (2010); Accredited Listed Product Adviser Program, Kaplan Professional (2019); CFP Certification Program, Financial Planning Association of Australia (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Raquel Netto
Raquel Netto is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hampton, Victoria (adviser number 000328702).
Advice is given under the Australian financial services licence of SGN Financial Pty Ltd, licence number 490523. That authorisation dates from 22 January 2019.
The register records 2008 as the year Raquel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Monash University, 2008), Diploma of Financial Services (Financial Planning) (FINSIA, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: 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 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 Raquel Netto a registered financial adviser?
Yes. Raquel Netto is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328702.
Which licensee does Raquel Netto work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Raquel Netto 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.