CHARLES MACKINNON
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2008 - Securities & Managed Investments Accreditation - - Deakin Prime
2009 - SUPERANNUATION - - RMIT UNIVERSITY
2011 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME
2011 - PROFESSIONAL DIPLOMA IN STOCKBROKING - - DEAKIN PRIME
2014 - LEVEL 2 ACCREDITED DERIVATIVES ADVISER - - AUSTRALIAN SECURITIES & INVESTMENT COMMISSION
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.