CHARBEL FAHD
Financial Adviser · Dulwich Hill, NSW
📚 Qualifications & Training
1992 - Associate Diploma in Business (Accounting) - Diploma (AQF 5) - TAFE NSW
2005 - Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Certificate (AQF 1-4) - TAFE NSW
2006 - Diploma of Financial Planning - - Tribeca
2008 - SMSF Audit Course - - Institute of Public Accountants
2012 - Diploma of Finance and Mortgage Broking Management - - NSW TAFE
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Institute of Public Accountants (IPA)
Mortgage & Finance Association of Australia
National Tax & Accountants' Association
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.