Charles Daniel Bagguley
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278349
- Location
- Sale VIC 3850
- Licensee
- DMG Financial Planning Pty Ltd (AFSL 238354)
- Authorised since
- 25 February 2013
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Financial Planning) with Distinction, Royal Melbourne Institute of Technology (2003); CFP Certification, FPA (2007); Accredited Aged Care Professional, Aged Care Steps (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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 Daniel Bagguley
Charles Daniel Bagguley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sale, Victoria (adviser number 000278349).
Advice is given under the Australian financial services licence of DMG Financial Planning Pty Ltd, licence number 238354. That authorisation dates from 25 February 2013.
The register records 2004 as the year Charles first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) with Distinction (Royal Melbourne Institute of Technology, 2003), CFP Certification (FPA, 2007) and Accredited Aged Care Professional (Aged Care Steps, 2015). Charles is recorded as a member of 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 Daniel Bagguley a registered financial adviser?
Yes. Charles Daniel Bagguley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278349.
Which licensee does Charles Daniel Bagguley work under?
DMG Financial Planning Pty Ltd, Australian financial services licence 238354.
What can Charles Daniel Bagguley 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.