Charles Banks
Financial Adviser in Buderim, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290354
- Location
- Buderim QLD 4556
- Licensee
- Pellucid Wealth Pty Ltd (AFSL 535397)
- Authorised since
- 19 March 2022
- First provided advice
- 2006
- Qualifications
- Diploma Business Banking and Finance, Swinburne University (2001); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2003); Self Managed Superannuation Funds, Kaplan (2003); ASX Listed Products Accreditation Course, LPAC Online (2008)
- 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 Banks
Charles Banks is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Buderim, Queensland (adviser number 000290354).
Charles provides advice as an authorised representative of Pellucid Wealth Pty Ltd, which holds Australian financial services licence 535397. That authorisation dates from 19 March 2022.
According to the register, Charles first provided financial advice in 2006. The qualifications listed for Charles include Diploma Business Banking and Finance (Swinburne University, 2001), Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2003) and Self Managed Superannuation Funds (Kaplan, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Banks a registered financial adviser?
Yes. Charles Banks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290354.
Which licensee does Charles Banks work under?
Pellucid Wealth Pty Ltd, Australian financial services licence 535397.
What can Charles Banks 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.