CHARLES HOLST
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - SECURITIES DERIVATIVES INDUSTRY ASSOCIATION (SDIA) ACCREDITATION PROGRAM - - DEAKIN UNIVERSITY
2011 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2011 - PROFESSIONAL DIPLOMA IN STOCKBROKING - - DEAKIN PRIME
2012 - GRADUATE DIPLOMA OF APPLIED FINANCE - Graduate Diploma (AQF 8) - KAPLAN
2021 - Financial Advisers Exam - Other - FASEA Standards Authority
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.