Financial Adviser · NERANG, QLD

Rikki Leonard Mason

NERANG, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001266216
Licensee
Melbourne, VIC (licence address on ASIC register)

About Rikki Leonard Mason

Rikki Leonard Mason is a financial adviser based in Nerang, Queensland, with 8 years of experience in the financial services industry since 2018. Rikki is currently authorised under Dirigere Advisory. Rikki holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rikki's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Aug 2024 - Present Current
Feb 2024 - Aug 2024 Ceased
Unless approved by the Licensee; Not authorised to advise Margin Lending Facilities. One off licensee approval is required for all products which are not on the approved product list.
Dec 2023 - Jan 2024 Ceased
Feb 2023 - Jan 2024 Ceased
Nil Restrictions
NEXT GENERATION ADVICE PTY LTD
Sep 2021 - Feb 2023 Ceased
UNITED GLOBAL CAPITAL PTY LTD
Mar 2021 - Sep 2021 Ceased
NATIONAL ADVICE SOLUTIONS PTY LTD
Jul 2019 - Dec 2020 Ceased
SMART SOLUTIONS GROUP (AUST) PTY LTD
Dec 2018 - May 2019 Ceased
THE ADVISORY FIRM PTY LTD
Nov 2018 - Jul 2019 Ceased
Jul 2018 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register