Financial Adviser · DULWICH HILL, NSW

Charbel Fahd

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000302146

Charbel Fahd is a financial adviser based in Dulwich Hill, New South Wales, with 20 years of experience in the financial services industry. Charbel is currently authorised under Interprac Financial Planning Pty Ltd. Charbel 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 Associate Diploma in Business (Accounting) from TAFE NSW. Charbel is a member of Association of Independently Owned Financial Professionals (AIOFP), Institute of Public Accountants (IPA), Mortgage & Finance Association of Australia and National Tax & Accountants' Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992
Associate Diploma in Business (Accounting)
TAFE NSW
2005
Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804
TAFE NSW
2006
Diploma of Financial Planning
Tribeca
2008
SMSF Audit Course
Institute of Public Accountants
2012
Diploma of Finance and Mortgage Broking Management
NSW TAFE

Registration History

Jul 2023 - Present Current
Dec 2007 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register