Financial Adviser
· TOOWOOMBA CITY, QLD
Derek Robert Staib
No disciplinary history on record with ASIC
TOOWOOMBA CITY,
QLD
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005436
About Derek Robert Staib
Derek Robert Staib is a financial adviser based in Toowoomba City, Queensland, with 23 years of experience in the financial services industry since 2003. Derek is currently authorised under Bridges Financial Services. Derek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Derek's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Derek 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business
Queensland University Technology
2003
Diploma Financial Services (Financial Planning) FNS50802
Integratec (Aust) Pty Ltd
2007
Advanced Diploma of Financial Services (Financial Planning) FNS60404
GWM Adviser Services Ltd trading as Threesixty
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education