Financial Adviser · MELBOURNE, VIC

Christopher Barkla

MELBOURNE, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005348

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Christopher Barkla

Christopher Barkla is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Christopher is currently authorised under Jbwere. Christopher holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Christopher's qualifications include a Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2008

Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)

Kaplan Higher Education Pty Limited

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Jbwere Ltd

Oct 2009 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register