Chris David Puddy
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340192
- Location
- Melbourne VIC 3004
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 1 May 2018
- First provided advice
- 2009
- Qualifications
- Bachelor of Business, Griffith University (1994); Diploma of Financial Advising, Securities Institute (2003); Ethics and Professonalism in Financial Advice, Kaplan Education Pty Ltd (2019)
- 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 Chris David Puddy
Chris David Puddy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000340192).
The licensee Chris advises under is Sentry Advice Pty Ltd (AFS licence 227748). That authorisation dates from 1 May 2018.
According to the register, Chris first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (Griffith University, 1994), Diploma of Financial Advising (Securities Institute, 2003) and Ethics and Professonalism in Financial Advice (Kaplan Education Pty Ltd, 2019).
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 Chris David Puddy a registered financial adviser?
Yes. Chris David Puddy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340192.
Which licensee does Chris David Puddy work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Chris David Puddy 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.