Financial Adviser
· SALE, VIC
Charles Daniel Bagguley
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278349
Charles Daniel Bagguley is a financial adviser based in Sale, Victoria, with 22 years of experience in the financial services industry. Charles is currently authorised under Dmg Financial Planning 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 CFP Certification from FPA. Charles 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Financial Planning) with Distinction
Royal Melbourne Institute of Technology
2007
CFP Certification
FPA
2015
Accredited Aged Care Professional
Aged Care Steps
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional