Charles Ronald Philip Baulch
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315704
- Location
- Geelong VIC 3220
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 5 February 2008
- First provided advice
- 2008
- Qualifications
- Bachelor of Finance, La Trobe University (2001); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Charles Ronald Philip Baulch
Charles Ronald Philip Baulch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000315704).
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 5 February 2008.
According to the register, Charles first provided financial advice in 2008. The qualifications listed for Charles include Bachelor of Finance (La Trobe University, 2001), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Ethics and Professional Relationships (QUT, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Ronald Philip Baulch a registered financial adviser?
Yes. Charles Ronald Philip Baulch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315704.
Which licensee does Charles Ronald Philip Baulch work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Charles Ronald Philip Baulch 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; standard margin lending; derivatives; managed discretionary account services.