Edward Paul Christoe
Financial Adviser in Chevron Island, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259207
- Location
- Chevron Island QLD 4217
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 2003
- Qualifications
- Business and Finance Practice, Securities Institue (2001); Financial Markets Economics, Securities Institute (2001); Financial Planning and Wealth Creation, Securities Institute (2001); Stock Market Products, Securities Institute (2001); Undertstanding the Finance and Investment Industry, Securities Institue (2001); Taxation Planning, Kaplan Professional (2009); Client Engagement Skills, Kaplan Professional (2021); Economic and Legal Context for Financial Planning, Kaplan Professional (2021); Estate and Succession Planning, Kaplan Professional (2021); Ethics and Professionalism in Financial Advice, Kaplan Professionalism (2021); Insurance Advice, Kaplan Professionalism (2021); Superannuation and Retirement Advice, Kaplan Professional (2021)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Edward Paul Christoe
Edward Paul Christoe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chevron Island, Queensland (adviser number 000259207).
The licensee Edward advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 10 March 2004.
The register records 2003 as the year Edward first provided financial advice. Qualifications and training on file include Business and Finance Practice (Securities Institue, 2001), Financial Markets Economics (Securities Institute, 2001) and Financial Planning and Wealth Creation (Securities Institute, 2001). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
Edward is authorised to advise 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.
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Questions people ask
Is Edward Paul Christoe a registered financial adviser?
Yes. Edward Paul Christoe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259207.
Which licensee does Edward Paul Christoe work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Edward Paul Christoe 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; standard margin lending; derivatives; managed discretionary account services.