KAAN CENGIZ

Financial Adviser · Bendigo, VIC

Registered

Registration Number

001272148

Registration Status

Registered

Location

Bendigo, VIC 3550

Providing Advice Since

2018

Registration Date

19/12/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2013 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
2025 - Margin Lending Specialist - Other - Kaplan Education Pty Ltd

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.