Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

Jaime Andres Bedoya Sanchez

1 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001313142

Jaime Andres Bedoya Sanchez is a financial adviser based in West Perth, Western Australia, with 1 year of experience in the financial services industry. Jaime is currently authorised under Charter Financial Planning Limited. Jaime 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

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

2024
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2025
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Dec 2024 - Present Current
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