Khalil (Charlie) Daher
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263182
- Location
- Sydney NSW 2000
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 6 December 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Financial Planning), The University of Wollongong (2013); Bachelor of Commerce (Accountancy), The University of Wollongong (2013); CFP Certification Program, Financial Advice Association of Australia Limited (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About Khalil (Charlie) Daher
Khalil (Charlie) Daher is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001263182).
Khalil provides advice as an authorised representative of Guideway Financial Services Pty Ltd, which holds Australian financial services licence 420367. That authorisation dates from 6 December 2024.
The register records 2018 as the year Khalil first provided financial advice. The qualifications listed for Khalil include Bachelor of Business (Financial Planning) (The University of Wollongong, 2013), Bachelor of Commerce (Accountancy) (The University of Wollongong, 2013) and CFP Certification Program (Financial Advice Association of Australia Limited, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Khalil 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.
A further restriction is recorded on the register: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Khalil (Charlie) Daher a registered financial adviser?
Yes. Khalil (Charlie) Daher is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263182.
Which licensee does Khalil (Charlie) Daher work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Khalil (Charlie) Daher 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."