Financial Adviser
· WEST PERTH, WA
Charles Leonard Johnson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006258
Charles Leonard Johnson is a financial adviser based in West Perth, Western Australia, with 16 years of experience in the financial services industry since 2010. Charles is currently authorised under R M Capital. Charles holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Charles's qualifications include a Graduate Diploma of Financial Planning from KAPLAN.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Advanced Diploma of Financial Planning
KAPLAN
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
Relevant Provider Exam
FASEA
2021
Graduate Diploma of Financial Planning
KAPLAN
Registration History
Source: ASIC Financial Advisers Register