Charlie Abd
Financial Adviser in Sydney Olympic Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000472511
- Location
- Sydney Olympic Park NSW 2127
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 22 August 2023
- First provided advice
- 2015
- Qualifications
- Diploma Financial Planning FNS50611, Kaplan Australia (2014); RG146 Managed Investments & Securities, Kaplan Australia (2014); Self Managed Superannuation Funds, Kaplan Australia (2015); Advanced Diploma Financial Planning, Kaplan (2017); Graduate Diploma of Financial Planning, Kaplan (2025)
- Memberships
- Tax Practitioners Board
- 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 Charlie Abd
On the Financial Advisers Register kept by ASIC, Charlie Abd appears as a current financial adviser in Sydney Olympic Park, New South Wales, adviser number 000472511.
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. The current authorisation started on 22 August 2023.
The register records 2015 as the year Charlie first provided financial advice. The qualifications listed for Charlie include Diploma Financial Planning FNS50611 (Kaplan Australia, 2014), RG146 Managed Investments & Securities (Kaplan Australia, 2014) and Self Managed Superannuation Funds (Kaplan Australia, 2015). Professional memberships recorded: Tax Practitioners Board.
Charlie is authorised to advise 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 Charlie Abd a registered financial adviser?
Yes. Charlie Abd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000472511.
Which licensee does Charlie Abd work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Charlie Abd 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.