Financial Adviser · BROADBEACH, QLD

Diogo Lacerda Rodrigues

BROADBEACH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271445

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

About Diogo Lacerda Rodrigues

Diogo Lacerda Rodrigues is a financial adviser based in Broadbeach, Queensland, with 8 years of experience in the financial services industry since 2018. Diogo is currently authorised under Picture Wealth Advisory. Diogo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Diogo's qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Griffith University.

Authorised to Advise On

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

Restrictions: Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Bachelor of Commerce (Accounting and Financial Planning)

Griffith University

2019

FPC002B

Bridging Course - Ethics - Kaplan

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.

AAN WEALTH MANAGEMENT PTY LTD

Oct 2021 - Sep 2024 Ceased

Moneysherpa Pty Ltd

Jun 2021 - Oct 2021 Ceased

GPS Wealth Ltd

Dec 2018 - May 2021 Ceased

Excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register