Data sourced from ASIC Financial Advisers Register
Financial Adviser · BELLA VISTA, NSW

Rodney Charles Booker

27 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250386

Rodney Charles Booker is a financial adviser based in Bella Vista, New South Wales, with 27 years of experience in the financial services industry. Rodney is currently authorised under Charter Financial Planning Limited. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca

Registration History

Charter Financial Planning Limited
Jun 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Jan 2004 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register