Charles Chipperfield
Financial Adviser in North Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321228
- Location
- North Adelaide SA 5006
- Licensee
- Lifestyle Asset Management Pty Ltd (AFSL 288421)
- Authorised since
- 7 December 2020
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Advising, Securities Institute (2001); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2012)
- Memberships
- Institute of Financial Professionals Australia (IFPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Restriction on providing advice on establishment of new SMSFs
- Tax (financial) advice
- Yes
- Register status
- Current
About Charles Chipperfield
On the Financial Advisers Register kept by ASIC, Charles Chipperfield appears as a current financial adviser in North Adelaide, South Australia, adviser number 000321228.
Charles provides advice as an authorised representative of Lifestyle Asset Management Pty Ltd, which holds Australian financial services licence 288421. The current authorisation started on 7 December 2020.
According to the register, Charles first provided financial advice in 1987. The qualifications listed for Charles include Diploma of Financial Advising (Securities Institute, 2001) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2012). Professional memberships recorded: Institute of Financial Professionals Australia (IFPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Restriction on providing advice on establishment of new SMSFs.”
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Questions people ask
Is Charles Chipperfield a registered financial adviser?
Yes. Charles Chipperfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321228.
Which licensee does Charles Chipperfield work under?
Lifestyle Asset Management Pty Ltd, Australian financial services licence 288421.
What can Charles Chipperfield give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Restriction on providing advice on establishment of new SMSFs."