MARK CHARTRES
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Diploma of Financial Services - - Securities Institute
2005 - Diploma of Financial Services - Diploma (AQF 5) - Securities Institute
2008 - Accredited Derivatives Adviser Level 2 - - Kaplan Professional Education
2011 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Stockbrokers Association of Australia
2011 - Superannuation Accreditation Program - Certificate (AQF 1-4) - Stockbrokers Association of Australia
2015 - Fixed Income Course - - FIIG
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.