Christopher Herdman
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000457312
- Location
- Brisbane QLD 4000
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 26 September 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Financial Planning, Central Queensland University (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2023); Introduction to Self Managed Superannuation Funds, Kaplan Professional (2023); Master of Financial Planning, Kaplan Professional (2023)
- 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 Christopher Herdman
Christopher Herdman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 000457312).
Christopher provides advice as an authorised representative of Insight Investment Services Pty Ltd, which holds Australian financial services licence 309996. That authorisation dates from 26 September 2022.
According to the register, Christopher first provided financial advice in 2014. Qualifications and training on file include Bachelor of Financial Planning (Central Queensland University, 2014), Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019) and Fellow Chartered Financial Practitioner (FChFP) (Association of Financial Advisers, 2019). Christopher is recorded as a member of Financial Advice Association of Australia (FAAA).
Christopher 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 Christopher Herdman a registered financial adviser?
Yes. Christopher Herdman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000457312.
Which licensee does Christopher Herdman work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Christopher Herdman 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.