Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH YARRA, VIC

Christopher John Appla

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001271202

Christopher John Appla is a financial adviser based in South Yarra, Victoria, with 8 years of experience in the financial services industry. Christopher is currently authorised under Charter Financial Planning Limited. Christopher 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 Bachelor of Commerce (Finance & Economics) from University of Melbourne.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2013
Bachelor of Commerce (Finance & Economics)
University of Melbourne
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Apr 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Dec 2018 - Mar 2022 Ceased
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