Christopher Leonard Ey
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263712
- Location
- West End QLD 4101
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 2 November 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Banking & Finance), Queensland University of Technology (1999); Self Managed Superannuation Funds, Tribeca (2004); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2014)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher Leonard Ey
On the Financial Advisers Register kept by ASIC, Christopher Leonard Ey appears as a current financial adviser in West End, Queensland, adviser number 000263712.
The licensee Christopher advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 2 November 2022.
The register records 2006 as the year Christopher first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking & Finance) (Queensland University of Technology, 1999), Self Managed Superannuation Funds (Tribeca, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012).
Christopher 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Christopher Leonard Ey a registered financial adviser?
Yes. Christopher Leonard Ey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263712.
Which licensee does Christopher Leonard Ey work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Christopher Leonard Ey 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."