Angela Marie Pidd
Financial Adviser in East Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268797
- Location
- East Geelong VIC 3219
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 31 October 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Services (Financial Planning), Investment Banking Institute (IBI) (2011); Advanced Diploma of Financial Planning, Investment Banking Institute (IBI) (2013); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Deakin University (2023); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Angela Marie Pidd
Angela Marie Pidd is a financial adviser in East Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001268797.
The licensee Angela advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 31 October 2018.
According to the register, Angela first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Investment Banking Institute (IBI), 2011), Advanced Diploma of Financial Planning (Investment Banking Institute (IBI), 2013) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Angela is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Angela Marie Pidd a registered financial adviser?
Yes. Angela Marie Pidd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268797.
Which licensee does Angela Marie Pidd work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Angela Marie Pidd give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."