Anthony James Pearson
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250031
- Location
- Maroochydore QLD 4558
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2003); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2009); SMSF Specialist Advisor Program, SMSF Association (2011); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC Training Group (2012); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Griffith University (2020)
- 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 Anthony James Pearson
On the Financial Advisers Register kept by ASIC, Anthony James Pearson appears as a current financial adviser in Maroochydore, Queensland, adviser number 000250031.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 1 January 2004.
The register records 2001 as the year Anthony first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2003), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2009) and SMSF Specialist Advisor Program (SMSF Association, 2011).
The authorisation covers advice 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 Anthony James Pearson a registered financial adviser?
Yes. Anthony James Pearson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250031.
Which licensee does Anthony James Pearson work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Anthony James Pearson 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."