CHARLES BANKS
Financial Adviser · Buderim, QLD
📚 Qualifications & Training
2001 - Diploma Business Banking and Finance - - Swinburne University
2003 - Bachelor of Business (Financial Planning) - - Royal Melbourne Institute of Technology
2003 - Self Managed Superannuation Funds - Other - Kaplan
2008 - ASX Listed Products Accreditation Course - - LPAC Online
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.