Christian Lotter
Financial Adviser in Gymea, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000382363
- Location
- Gymea NSW 2227
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, University of Wollongong (2008); Diploma of Financial Services (Financial Planning), Mentor Education (2008); Certified Financial Planner, Financial Planning Association of Australia Limited (FPA) (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); TASACL Commercial Law, Kaplan Professional (2024)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Christian Lotter
Christian Lotter is a financial adviser in Gymea, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000382363.
The licensee Christian advises under is Aware Financial Services Australia Limited (AFS licence 238430). That authorisation dates from 1 December 2019.
The register records 2010 as the year Christian first provided financial advice. The qualifications listed for Christian include Bachelor of Commerce (University of Wollongong, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Certified Financial Planner (Financial Planning Association of Australia Limited (FPA), 2014). Christian is recorded as a member of Financial Advice Association of Australia (FAAA).
Christian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Christian Lotter a registered financial adviser?
Yes. Christian Lotter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000382363.
Which licensee does Christian Lotter work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Christian Lotter 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."