EDWARD PAUL CHRISTOE
Financial Adviser · Chevron Island, QLD
📚 Qualifications & Training
2001 - Business and Finance Practice - Other - Securities Institue
2001 - Financial Markets Economics - Other - Securities Institute
2001 - Financial Planning and Wealth Creation - Other - Securities Institute
2001 - Stock Market Products - Other - Securities Institute
2001 - Undertstanding the Finance and Investment Industry - Other - Securities Institue
2009 - Taxation Planning - Other - Kaplan Professional
2021 - Client Engagement Skills - Other - Kaplan Professional
2021 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2021 - Estate and Succession Planning - Other - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professionalism
2021 - Insurance Advice - Other - Kaplan Professionalism
2021 - Superannuation and Retirement Advice - Other - Kaplan Professional
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.