Charles Adams
Financial Adviser in Frenchs Forest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000410760
- Location
- Frenchs Forest NSW 2086
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 29 October 2012
- First provided advice
- 2011
- Qualifications
- Bachelor of Agricultural Economics, University of Sydney (2004); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2011); FPC002B, Kaplan Higher Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Charles Adams
Charles Adams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Frenchs Forest, New South Wales (adviser number 000410760).
Charles provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 29 October 2012.
The register records 2011 as the year Charles first provided financial advice. The qualifications listed for Charles include Bachelor of Agricultural Economics (University of Sydney, 2004), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2011) and FPC002B (Kaplan Higher Education, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Charles is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Charles Adams a registered financial adviser?
Yes. Charles Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000410760.
Which licensee does Charles Adams work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Charles Adams 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.