Financial Adviser
· ASHMORE, QLD · Claimed profile
Saul Illesca
No disciplinary history on record with ASIC
ASHMORE,
QLD
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234314
About Saul Illesca
Experienced professional With expertise in financial planning ,banking and accounting matters.
Profile content supplied by the adviser.
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Business succession
Debt management
Centrelink / Government benefits
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business (Accounting)
Deakin University
2001
Graduate Diploma in Financial Planning
Securities Institute
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register