Financial Adviser
· ADELAIDE, SA
Charles Hordern-gibbings
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267082
Charles Hordern-gibbings is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. Charles is currently authorised under Unisuper Management 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 Commerce (Marketing) from University of Adelaide. 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor Commerce (Marketing)
University of Adelaide
2016
Diploma Financial Planning
Monarch Institute
2018
Advanced Diploma Financial Planning
Kaplan Professional
2023
Graduate diploma of financial planning
Kaplan Professional
Registration History
excluding self managed superannuation funds
STATEWIDE SUPERANNUATION PTY LTD
Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) debentures, stocks or bonds issued or proposed to be issued by a government; (ii) interests in managed investment schemes including;(A) investor directed portfolio services; (iii) securities; (iv) standard margin lending facility; (v) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products; (ii) debentures, stocks or bonds issued or proposed to be issued by a government; (iii) interests in managed investment schemes including; (A) investor directed portfolio services; (iv) securities; (v) standard margin lending facility; (vi) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients.
Scope of Authority: Limited (a)provide financial product advice for the following classes of financial products:(i)deposit and payment products limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)debentures, stocks or bonds issued or proposed to be issued by a Government;(iii)life products including:(A)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv)interests in managed investment schemes; (v)securities; and(vi)superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b)deal in a financial product by:(i)applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:(A)deposit and payment products limited to:(1)basic deposit products;(B)life products including:(1)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(2)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(C)interests in managed investment schemes;(D)securities; and(E)superannuation, excluding Self Managed Superannuation Funds (SMSFs);to retail or wholesale clients.
Source: ASIC Financial Advisers Register