ANTHONY JAMES PEARSON

Financial Adviser · Maroochydore, QLD

Registered

Registration Number

000250031

Registration Status

Registered

Location

Maroochydore, QLD 4558

Providing Advice Since

2001

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec (Australia) Pty Ltd
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - SMSF Specialist Advisor Program - Other - SMSF Association
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University

ℹ️ 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.