Financial Adviser
· CHEVRON ISLAND, QLD
Edward Paul Christoe
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259207
Edward Paul Christoe is a financial adviser based in Chevron Island, Queensland, with 23 years of experience in the financial services industry. Edward is currently authorised under Morgans Financial Limited. Edward 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 Business and Finance Practice from Securities Institue. Edward is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Business and Finance Practice
Securities Institue
2001
Financial Markets Economics
Securities Institute
2001
Financial Planning and Wealth Creation
Securities Institute
2001
Stock Market Products
Securities Institute
2001
Undertstanding the Finance and Investment Industry
Securities Institue
2009
Taxation Planning
Kaplan Professional
2021
Client Engagement Skills
Kaplan Professional
2021
Economic and Legal Context for Financial Planning
Kaplan Professional
2021
Estate and Succession Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Kaplan Professionalism
2021
Insurance Advice
Kaplan Professionalism
2021
Superannuation and Retirement Advice
Kaplan Professional