Rodney Charles Booker
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250386
- Location
- Bella Vista NSW 2153
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 25 June 2012
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006)
- 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 Rodney Charles Booker
On the Financial Advisers Register kept by ASIC, Rodney Charles Booker appears as a current financial adviser in Bella Vista, New South Wales, adviser number 000250386.
Rodney provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 25 June 2012.
According to the register, Rodney first provided financial advice in 1999. The qualifications listed for Rodney include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Diploma of Financial Services (Financial Planning) (Tribeca, 2006).
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 Rodney Charles Booker a registered financial adviser?
Yes. Rodney Charles Booker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250386.
Which licensee does Rodney Charles Booker work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Rodney Charles Booker 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."