Eduardo Delacruz

Name
Eduardo Delacruz
ID
300808
ABN
First Provided Advice
2002
Restrictions
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Qualifications

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

  • 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
  • 2001 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
  • 2006 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials
  • 2007 - ASX Listed Products Accreditation Course - Other - Savings Factory
  • 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional

Memberships

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

Licencee

Status
Ceased
Licence Holder
Affinia Financial Advisers Limited (#237857)
Commenced
Nov. 1, 2019
Ceased
Sept. 28, 2023
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Sept. 29, 2023

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
Amp Financial Planning Pty Limited (#232706)
Commenced
May 6, 2015
Ceased
Sept. 1, 2015
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
April 4, 2016
Ceased
Oct. 31, 2019
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
May 3, 2006
Ceased
April 24, 2015