Rivee Dylan Tai Tao
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242510
- Location
- Melbourne VIC 3000
- Licensee
- Carnbrea & Co. Ltd. (AFSL 233763)
- Authorised since
- 30 May 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting), Swinburne University of Technology (2007); Tier 1 Adviser Compliance, Kaplan Professional (2009); Accredited Derivatives Adviser Level 1, Kaplan Professional (2019); FPC002B, Kaplan Professional (2019); Tier 1 Margin Lending, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Rivee Dylan Tai Tao
Rivee Dylan Tai Tao is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001242510).
The licensee Rivee advises under is Carnbrea & Co. Ltd. (AFS licence 233763). The current authorisation started on 30 May 2016.
According to the register, Rivee first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business (Accounting) (Swinburne University of Technology, 2007), Tier 1 Adviser Compliance (Kaplan Professional, 2009) and Accredited Derivatives Adviser Level 1 (Kaplan Professional, 2019).
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 Rivee Dylan Tai Tao a registered financial adviser?
Yes. Rivee Dylan Tai Tao is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242510.
Which licensee does Rivee Dylan Tai Tao work under?
Carnbrea & Co. Ltd., Australian financial services licence 233763.
What can Rivee Dylan Tai Tao 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; standard margin lending; derivatives.