Financial Adviser
· MANLY, NSW
Callan Edward Townsend
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300980
Callan Edward Townsend is a financial adviser based in Manly, New South Wales, with 3 years of experience in the financial services industry. Callan is currently authorised under Navigate Manly Pty Ltd. Callan 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 of Business and Commerce (Management) from Western Sydney University. Callan is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business and Commerce (Management)
Western Sydney University
2018
Diploma of Financial Planning
Kaplan Professional
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register