CHARLES DOUGLAS TRITTON
Financial Adviser · Newstead, QLD
📚 Qualifications & Training
2013 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - The University of Queensland
2014 - Diploma of Financial Planning - - Mentor
2016 - Tax for Financial Advising - - Kaplan
2017 - 928 Margin Lending - Knowledge and Skill - - Kaplan
2017 - Self Managed Superannuation Funds - - Kaplan
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.