Financial Adviser
· BRENDALE, QLD
Carl Cavallaro
No disciplinary history on record with ASIC
BRENDALE,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335785
Practice
Brendale, QLD (practice address on ASIC register)
Licensed through Prosperitas Planning
About Carl Cavallaro
Carl Cavallaro is a financial adviser based in Brendale, Queensland, with 13 years of experience in the financial services industry since 2013. Carl works at Go For Wealth, which is licensed through Prosperitas Planning. Carl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carl's qualifications include a Bachelor of Commerce from University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma in International Business
University of New England
2006
Bachelor of Commerce
University of New England
2008
Diploma of Financial Services
RG146
2009
Certificate IV Financial Services (Mortgage Broking)
MFAA
2020
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
ACN 130 288 578 PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register