Financial Adviser · BRISBANE, QLD

Christopher Herdman

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000457312

Christopher Herdman is a financial adviser based in Brisbane, Queensland, with 12 years of experience in the financial services industry. Christopher is currently authorised under Insight Investment Services Pty Ltd. Christopher 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 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

Restrictions: Adviser is not authorised to provide advice regarding Self Managed Superannuation Funds

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

Sep 2022 - Present Current
Adviser is not authorised to provide advice regarding Self Managed Superannuation Funds
May 2021 - Sep 2022 Ceased
Jul 2015 - May 2021 Ceased
Advice on superannuation excludes self managed superannuation funds
May 2014 - Jul 2015 Ceased
Not authorised to provide personal advice on SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register