Financial Adviser
· SYDNEY, NSW
Charles Croxon Poolman
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000299983
Charles Croxon Poolman is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry. Charles is currently authorised under Morgans Financial Limited. Charles holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Professional Diploma in Stockbroking from DeakinPrime.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Certificate II in Financial Markets
Securities Institute of Australia
2006
SDIA RG146 Accreditation Program
SDIA
2010
Margin Lending Accreditation
Deakin Prime
2011
Professional Diploma in Stockbroking
DeakinPrime
2013
924 Superannuation and Skills
Kaplan
Registration History
Source: ASIC Financial Advisers Register