Howard Querido
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Howard Querido is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Advising from the Securities Institute (2004) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2020), Howard possesses a strong foundation of knowledge and experience. He has also completed specialist training in Self-Managed Superannuation Funds (2007) and Margin Lending and Geared Investments (2011). Committed to upholding the highest ethical standards, Howard also completed FPC002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education in 2020. Howard is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Howard can provide advice and services including: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Howard today to schedule a consultation and discover how he can help you achieve your dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Howard Querido offer?
Howard Querido specialises in providing advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Howard Querido have?
Howard holds a Diploma of Financial Advising from the Securities Institute (2004) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2020). He has also completed specialist training in Self-Managed Superannuation Funds and Margin Lending and Geared Investments, as well as Ethics and Professionalism in Financial Advice.
What is Howard Querido's approach to financial planning?
Howard takes a client-centred approach, focusing on understanding your individual needs and goals to develop a tailored financial strategy that suits your unique circumstances. He provides clear, easy-to-understand advice and ongoing support to help you stay on track.
How can Howard Querido help me with my superannuation?
Howard can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your accounts, and developing a retirement income strategy to maximise your benefits.
What should I expect during my first consultation with Howard?
During your initial consultation, Howard will take the time to understand your financial situation, goals, and risk tolerance. He will then outline a recommended course of action and explain the costs involved. There is no obligation to proceed with any advice.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.