Financial Adviser
· CALAMVALE, QLD
Clayton Dominic D'cruz
No disciplinary history on record with ASIC
CALAMVALE,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303114
About Clayton Dominic D'cruz
Clayton Dominic D'cruz is a financial adviser based in Calamvale, Queensland, with 20 years of experience in the financial services industry since 2006. Clayton is currently authorised under Wisdom Tree Financial. Clayton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clayton's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Clayton 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
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce (Financial Planning)
Griffith University
2005
Certified Financial Planner
Financial Advice Association of Australia
2012
Margin Lending & Geared Investments
Kaplan Professional Education
2017
Self Managed Superannuation Funds
Kaplan Professional Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional