Financial Adviser · ROBINA, QLD

Montana Tate Ledgar

ROBINA, QLD
Tax advice
authorised
ASIC Registered · ADV 001322344
Practice
Robina, QLD (practice address on ASIC register)
Licensed through Abundant Wealth Partners

About Montana Tate Ledgar

Montana Tate Ledgar is a financial adviser based in Robina, Queensland. Montana works at Centaur Financial Services, which is licensed through Abundant Wealth Partners. Montana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Montana's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Montana is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Excluding Self-Managed Superannution Funds

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Professional
2026
Bachelor of Commerce (Financial Planning)
Deakin University

Registration History

Jul 2026 - Present Current
Excluding Self-Managed Superannution Funds

Source: ASIC Financial Advisers Register