Charles Read
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293869
- Location
- Bondi Junction NSW 2022
- Licensee
- FTS Financial Services Pty Ltd (AFSL 351527)
- Authorised since
- 1 July 2010
- First provided advice
- 2003
- Qualifications
- Bachelor Economics, University of Sydney (1989); Diploma Financial Planning, Deakin University (1999); Ethics and Professionalism in Financial Advice, Kaplan (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Charles Read
Charles Read is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bondi Junction, New South Wales (adviser number 000293869).
Charles provides advice as an authorised representative of FTS Financial Services Pty Ltd, which holds Australian financial services licence 351527. The current authorisation started on 1 July 2010.
According to the register, Charles first provided financial advice in 2003. Qualifications and training on file include Bachelor Economics (University of Sydney, 1989), Diploma Financial Planning (Deakin University, 1999) and Ethics and Professionalism in Financial Advice (Kaplan, 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 Read a registered financial adviser?
Yes. Charles Read is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293869.
Which licensee does Charles Read work under?
FTS Financial Services Pty Ltd, Australian financial services licence 351527.
What can Charles Read give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.