CHARLES ALEXANDER KING
Financial Adviser ยท Wagga Wagga, NSW
๐ Qualifications & Training
2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Sydney
2022 - CFA Program - Professional Designations - CFA Institute
2025 - Graduate Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
๐ข Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
โน๏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.