Data sourced from ASIC Financial Advisers Register
Financial Adviser · MAROOCHYDORE, QLD

Anthony James Pearson

25 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250031

Anthony James Pearson is a financial adviser based in Maroochydore, Queensland, with 25 years of experience in the financial services industry. Anthony is currently authorised under Charter Financial Planning Limited. Anthony 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Advanced Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2009
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
SMSF Specialist Advisor Program
SMSF Association
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC Training Group
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
Graduate Diploma of Financial Planning
Griffith University

Registration History

Charter Financial Planning Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register