Financial Adviser
· BONDI JUNCTION, NSW
Charles Read
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293869
Charles Read is a financial adviser based in Bondi Junction, New South Wales, with 23 years of experience in the financial services industry. Charles is currently authorised under Fts Financial Services Pty Ltd. Charles 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 Bachelor Economics from University of Sydney. Charles is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor Economics
University of Sydney
1999
Diploma Financial Planning
Deakin University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan