Financial Adviser
· BUDERIM, QLD
Charles Banks
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290354
Charles Banks is a financial adviser based in Buderim, Queensland, with 20 years of experience in the financial services industry. Charles is currently authorised under Pellucid Wealth Pty Ltd. Charles 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 Business (Financial Planning) from Royal Melbourne Institute of Technology. Charles 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
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma Business Banking and Finance
Swinburne University
2003
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2003
Self Managed Superannuation Funds
Kaplan
2008
ASX Listed Products Accreditation Course
LPAC Online
Registration History
AXIS INVESTMENT CENTRE PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register