Financial Adviser
· NORTH ADELAIDE, SA
Charles Chipperfield
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321228
Charles Chipperfield is a financial adviser based in North Adelaide, South Australia, with 39 years of experience in the financial services industry. Charles is currently authorised under Lifestyle Asset 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 Diploma of Financial Advising from Securities Institute. Charles is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
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
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
Source: ASIC Financial Advisers Register