Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST END, QLD

Tristan Paul Seeto

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001262426

Tristan Paul Seeto is a financial adviser based in West End, Queensland, with 8 years of experience in the financial services industry. Tristan is currently authorised under Charter Financial Planning Limited. Tristan 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 Master of Financial Planning from Griffith University.

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

2008
Bachelor of Business (Banking & Finance)
Queensland University of Technology
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
Master of Financial Planning
Griffith University
2021
7269AFE/7815AFE Ethics and Professionalism
Ethics - Griffith University
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Mar 2018 - 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