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Diego Carrasco

Name
Diego Carrasco
ID
329808
ABN
–
First Provided Advice
1998

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2004 - Diploma of Financial Planning - - Deakin University
  • 2013 - FNS50310 Diploma of Finance and Mortgage Brking Management - - Kaplan Education Pty Ltd
  • 2015 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
  • 2023 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Mortgage and Finance Association of Australia
  • National Tax and Accountants Association (NTAA)
  • SMSF Association
  • The Tax Institute

Licencee

Status
Ceased
Licence Holder
Nsw Complete Financial Services Group Pty Ltd (#457600)
Commenced
July 9, 2018
Ceased
Feb. 15, 2024
Status
Current
Licence Holder
Capital Haus Financial Services Pty ltd (#553019)
Commenced
Jan. 25, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Oct. 1, 2008
Ceased
April 7, 2015
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
June 24, 2015
Ceased
June 29, 2018