Darren Michael Connell
Financial Adviser in Cootamundra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250611
- Location
- Cootamundra NSW 2590
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 30 May 2012
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, 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 Darren Michael Connell
Darren Michael Connell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cootamundra, New South Wales (adviser number 000250611).
Darren provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 30 May 2012.
The register records 2001 as the year Darren first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Margin Lending (Kaplan Higher Education Pty Limited, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Darren Michael Connell a registered financial adviser?
Yes. Darren Michael Connell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250611.
Which licensee does Darren Michael Connell work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Darren Michael Connell 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; 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."