Financial Adviser
· EATONS HILL, QLD
Charith Francis Rodrigo
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250947
Charith Francis Rodrigo is a financial adviser based in Eatons Hill, Queensland, with 9 years of experience in the financial services industry. Charith is currently authorised under Lifespan Financial Planning Pty Ltd. Charith 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 Commerce from Griffiths University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
Griffiths University
2015
Diploma of Financial Planning
Kaplan
2018
Self Managed Super Funds
Mentor Education
2019
Advanced Diploma of Financial Planning
Monarch Institute
2024
Margin Lending Specialist
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
IPRAXIS PTY LTD
Source: ASIC Financial Advisers Register