Financial Adviser
· CRONULLA, NSW
Christopher James Fallico
No disciplinary history on record with ASIC
CRONULLA,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001794
Christopher James Fallico is a financial adviser based in Cronulla, New South Wales, with 16 years of experience in the financial services industry since 2010. Christopher is currently authorised under Fortnum Private Wealth. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Certified Financial Planner from FPA. Christopher is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Economics & Finance)
University of Western Sydney
2004
Bachelor of Business
University of Western Sydney
2006
Diploma of Financial Planning
Finisia
2006
Graduate Diploma of Financial Planning
Finsia
2010
Certified Financial Planner
FPA
2010
Certified Financial Planner
Financial Planning Association
2015
Margin Lending
Kaplan
2015
SMSF
SMSF Association
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register