Financial Adviser
· NORTHGATE, QLD
Charles Douglas Tritton
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261573
Charles Douglas Tritton is a financial adviser based in Northgate, Queensland, with 8 years of experience in the financial services industry. Charles is currently authorised under Momentum Advice 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 Commerce (Accounting & Finance) from The University of Queensland. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Accounting & Finance)
The University of Queensland
2014
Diploma of Financial Planning
Mentor
2016
Tax for Financial Advising
Kaplan
2017
928 Margin Lending
- Kaplan
2017
Self Managed Superannuation Funds
Kaplan
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan