TODD CHARNAS
Financial Adviser · Echuca, VIC
📚 Qualifications & Training
1993 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University
1997 - Certified Practising Accountant - Professional Designations - CPA
2012 - Margin Lending - - Kaplan
2013 - Practice of Risk Management (PRM) - - Integrity Education Group Pty Ltd
2013 - Practice of Self Managed Super Funds - - Integrity Education Group Pty Ltd
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
🏢 Professional Memberships
CPA Australia (CPA)
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.