Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH ADELAIDE, SA

Charles Chipperfield

NORTH ADELAIDE, SA
39 Years experience
Tax advice
authorised
ASIC Registered · ADV 000321228
Practice
Prosperity Financial Strategies
North Adelaide, SA (practice address on ASIC register)
Licensed through Lifestyle Asset Management
View practice

About Charles Chipperfield

Charles Chipperfield is a financial adviser based in North Adelaide, South Australia, with 39 years of experience in the financial services industry since 1987. Charles works at Prosperity Financial Strategies, which is licensed through Lifestyle Asset Management. Charles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charles's qualifications include a Diploma of Financial Advising from Securities Institute. Charles is a member of Institute of Financial Professionals Australia (IFPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Advising
Securities Institute
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd

Registration History

Lifestyle Asset Management Pty Ltd
Dec 2020 - Present Current
Restriction on providing advice on establishment of new SMSFs
Lifestyle Asset Management Pty Ltd
Feb 2020 - Jun 2020 Ceased
Akumin Financial Planning Pty Limited
Feb 2012 - Dec 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SECURITOR FINANCIAL GROUP PTY LIMITED
Sep 2008 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register