ANGELA MARIE PIDD

Financial Adviser ยท East Geelong, VIC

Registered

Registration Number

001268797

Registration Status

Registered

Location

East Geelong, VIC 3219

Providing Advice Since

2018

Registration Date

31/10/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute (IBI)
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Investment Banking Institute (IBI)
2020 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.