Financial Adviser
· ADELAIDE, SA
Charlie Ralph Potter
No disciplinary history on record with ASIC
1
Years experience
ASIC Registered · ADV 001296067
Charlie Ralph Potter is a financial adviser based in Adelaide, South Australia, with 1 year of experience in the financial services industry. Charlie is currently authorised under Baker Young Limited. Charlie holds authorisations to advise on deposit products and government bonds. Their qualifications include a Bachelor of Ecomonics with Bachelor of Finance from The University of Adelaide.
Authorised to Advise On
Deposit Products
Government Bonds
Qualifications and Training
2021
Core 1
2023
Bachelor of Ecomonics with Bachelor of Finance
The University of Adelaide
2024
Graduate Diploma of Financial Planning
Kaplan Professional