Charles Douglas Tritton
Financial Adviser in Northgate, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261573
- Location
- Northgate QLD 4013
- Licensee
- Momentum Advice Pty Ltd (AFSL 520408)
- Authorised since
- 27 October 2022
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Accounting & Finance), The University of Queensland (2013); Diploma of Financial Planning, Mentor (2014); Tax for Financial Advising, Kaplan (2016); 928 Margin Lending, Kaplan (2017); Self Managed Superannuation Funds, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2023)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Charles Douglas Tritton
On the Financial Advisers Register kept by ASIC, Charles Douglas Tritton appears as a current financial adviser in Northgate, Queensland, adviser number 001261573.
Charles provides advice as an authorised representative of Momentum Advice Pty Ltd, which holds Australian financial services licence 520408. That authorisation dates from 27 October 2022.
The register records 2018 as the year Charles first provided financial advice. The qualifications listed for Charles include Bachelor of Commerce (Accounting & Finance) (The University of Queensland, 2013), Diploma of Financial Planning (Mentor, 2014) and Tax for Financial Advising (Kaplan, 2016). 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 9 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 Douglas Tritton a registered financial adviser?
Yes. Charles Douglas Tritton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261573.
Which licensee does Charles Douglas Tritton work under?
Momentum Advice Pty Ltd, Australian financial services licence 520408.
What can Charles Douglas Tritton 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.