RODNEY BRIAN BIRD

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

001002788

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2000

Registration Date

30/11/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2016 - Self Managed Superannuation Funds - Other - Integrity Education Group
2022 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2022 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.