Financial Adviser
· BRISBANE, QLD
Christopher Herdman
No disciplinary history on record with ASIC
BRISBANE,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457312
About Christopher Herdman
Christopher Herdman is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry since 2014. Christopher is currently authorised under Insight Investment Services. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Master of Financial Planning from Kaplan Professional. Christopher 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Financial Planning
Central Queensland University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2023
Master of Financial Planning
Kaplan Professional
Registration History
Advice on superannuation excludes self managed superannuation funds
Not authorised to provide personal advice on SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register