CHARLES FRANCIS HEEREY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - BACHELOR OF ECONOMICS - - MONASH UNIVERSITY
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2004 - ASX DERIVATIVES ACCREDITATION - - AUSTRALIAN FINANCIAL MARKETS ASSOCIATION
2009 - Graduate Diploma in Business - Graduate Diploma (AQF 8) - Queensland University of Technology
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.