CHARLIE ABD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia
2014 - RG146 Managed Investments & Securities - Diploma (AQF 5) - Kaplan Australia
2015 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia
2017 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Tax Practitioners Board
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.