Financial Adviser
· WODONGA, VIC
Blair Curtis
No disciplinary history on record with ASIC
WODONGA,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235364
Blair Curtis is a financial adviser based in Wodonga, Victoria, with 11 years of experience in the financial services industry since 2015. Blair is currently authorised under Bmg Financial Group, operating through Bmg Financial Planning. Blair holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Blair's qualifications include a Bachelor of Accounting / Finance from Charles Sturt University. Blair 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Accounting / Finance
Charles Sturt University
2017
Advanced Diploma of Financial Planning
Monarch Institute
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register