Errol Karl Michel Rabaud

Name
Errol Karl Michel Rabaud
ID
444607
ABN
First Provided Advice
2013

Qualifications

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

  • 2003 - Diploma of Financial Services (Financial Planning) - - Kings International College
  • 2011 - Margin Lending and Geared Investments - - Kaplan
  • 2013 - Principals in SMSF's - - International Institute of Technology
  • 2015 - Advanced Diploma in Financial Services - - Monarch Institute

Memberships

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

  • Association of Independently Owned Financial Professionals (AIOFP)
  • Fellow of the Association of Taxation and Management Accountants (ATMA)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
May 11, 2018
Ceased
June 27, 2023
Status
Current
Licence Holder
Templestone Financial Services Pty ltd (#523831)
Commenced
June 28, 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
Alpha Investment Management Pty Ltd (#307379)
Commenced
Aug. 1, 2014
Ceased
Feb. 19, 2016
Status
Ceased
Licence Holder
Benwest Investment Services Pty. Limited (#258832)
Commenced
Dec. 1, 2013
Ceased
Aug. 1, 2014
Status
Ceased
Licence Holder
Bluewater Financial Advisors Pty Ltd (#411846)
Commenced
Sept. 1, 2013
Ceased
Dec. 1, 2013
Status
Ceased
Licence Holder
Risk And Investment Advisors Australia Pty. Ltd. (#238141)
Commenced
March 1, 2016
Ceased
May 8, 2018