Christy Vallen D’souza
Financial Adviser in Benowa, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237695
- Location
- Benowa QLD 4217
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 19 June 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2001); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2013)
- Memberships
- FBAA - Finance Brokers Association of Australia; 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Christy Vallen D’souza
Christy Vallen D’souza is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Benowa, Queensland (adviser number 001237695).
The licensee Christy advises under is Synchron Advice Pty Ltd (AFS licence 243313). The current authorisation started on 19 June 2020.
The register records 2002 as the year Christy first provided financial advice. The qualifications listed for Christy include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2001), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2013). Christy is recorded as a member of FBAA – Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).
Christy 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 Christy Vallen D'souza a registered financial adviser?
Yes. Christy Vallen D'souza is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237695.
Which licensee does Christy Vallen D'souza work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Christy Vallen D'souza 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.