Financial Adviser · SYDNEY, NSW

Khalil (charlie) Daher

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001263182

Khalil (charlie) Daher is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Khalil is currently authorised under Guideway Financial Services Pty Ltd. Khalil 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 CFP Certification Program from Financial Advice Association of Australia Limited. Khalil 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: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Business (Financial Planning)

The University of Wollongong

2013

Bachelor of Commerce (Accountancy)

The University of Wollongong

2019

CFP Certification Program

Financial Advice Association of Australia Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Guideway Financial Services Pty Ltd

Dec 2024 - Present Current

Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Aia Financial Services Pty Limited

Oct 2023 - Nov 2024 Ceased

Not authorised to provide advice in SMSFs.

Aware Financial Services Australia Limited

Dec 2019 - Sep 2023 Ceased

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 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register