Financial Adviser · GYMEA, NSW

Christian Lotter

16 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 000382363

Christian Lotter is a financial adviser based in Gymea, New South Wales, with 16 years of experience in the financial services industry. Christian is currently authorised under Aware Financial Services Australia Limited. Christian 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 Certified Financial Planner from Financial Planning Association of Australia Limited (FPA). Christian 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 Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce

University of Wollongong

2008

Diploma of Financial Services (Financial Planning)

Mentor Education

2014

Certified Financial Planner

Financial Planning Association of Australia Limited (FPA)

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

TASACL Commercial Law

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Mar 2019 - Nov 2019 Ceased

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Aug 2017 - Feb 2019 Ceased

A.C.N. 140 520 225 PTY LTD

Jul 2016 - Aug 2017 Ceased

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Feb 2011 - Jul 2016 Ceased

WEALTHSURE PTY LTD

Sep 2010 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register