Financial Adviser · BENTLEIGH, VIC

Christopher John Connolly

BENTLEIGH, VIC
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000280099
Currently at
Sydney, NSW (firm address)

About Christopher John Connolly

Christopher John Connolly is a financial adviser based in Bentleigh, Victoria, with 25 years of experience in the financial services industry since 2001. Christopher is currently authorised under Sentry Advice, operating through Connolly Wealth Management. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Diploma of Financial Planning from Kaplan. Christopher 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2015
Self Managed Superannuation Funds
Kaplan

Registration History

Jul 2021 - Present Current
ACN 130 288 578 PTY LTD
Mar 2015 - Jun 2021 Ceased
WEALTHSURE PTY LTD
Jan 2009 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register