Financial Adviser
· SYDNEY, NSW
Henry Chandos Mortlock
No disciplinary history on record with ASIC
14
Years experience
ASIC Registered · ADV 001268349
Henry Chandos Mortlock is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Henry is currently authorised under Playfairtan Pty Ltd. Henry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner Professional Qualification Course of Study from Financial Planning Association. Henry is a member of FINSIA and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2011
Bachelor of Agricultural Economics
The University of Sydney
2011
Diploma in Business Administration
University of California, Berkeley
2012
Professional Diploma in Stockbroking
Deakin University
2012
Securities and Managed Investments Accreditation
Deakin University
2018
Diploma in Financial Planning
Kaplan
2022
Certified Financial Planner Professional Qualification Course of Study
Financial Planning Association
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional