Data sourced from ASIC Financial Advisers Register
Financial Adviser · EAST GEELONG, VIC

Angela Marie Pidd

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001268797

Angela Marie Pidd is a financial adviser based in East Geelong, Victoria, with 8 years of experience in the financial services industry. Angela is currently authorised under Charter Financial Planning Limited. Angela 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 Graduate Diploma of Financial Planning from Deakin University. Angela 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 Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
2013
Advanced Diploma of Financial Planning
Investment Banking Institute (IBI)
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Deakin University

Registration History

Charter Financial Planning Limited
Oct 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register