Financial Adviser · SYDNEY, NSW

Charlie Robert Warner

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001298834

Charlie Robert Warner is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Charlie is currently authorised under Profile Financial Services Pty Ltd. Charlie 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 Commerce (Financial Planning) from Griffith University. Charlie 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: Derivatives - limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

2019
Bachelor of Commerce (Financial Planning)
Griffith University
2019
Introduction to business law
Griffith University
2019
Revenue law: Theory and policy in action and Taxation planning
Griffith University
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Sep 2025 - Present Current
Derivatives - limited to old law securities options contracts and warrants
Apr 2025 - Aug 2025 Ceased
Apr 2024 - Aug 2025 Ceased
Aug 2022 - Sep 2023 Ceased
Derivatives limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register