Financial Adviser
· MELBOURNE, VIC
Chris David Puddy
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340192
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Sentry Advice
About Chris David Puddy
Chris David Puddy is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Chris works at Sabre Private Wealth, which is licensed through Sentry Advice. Chris holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chris's qualifications include a Bachelor of Business from Griffith University.
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
1994
Bachelor of Business
Griffith University
2003
Diploma of Financial Advising
Securities Institute
2019
Ethics and Professonalism in Financial Advice
Ethics - Kaplan Education Pty Ltd