Financial Adviser · FRENCHS FOREST, NSW

Charles Adams

FRENCHS FOREST, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000410760

Currently at

Personal Financial Services

Sydney, NSW (firm address)

View firm profile

Charles Adams is a financial adviser based in Frenchs Forest, New South Wales, with 15 years of experience in the financial services industry since 2011. Charles is currently authorised under Personal Financial Services. Charles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charles's qualifications include a Bachelor of Agricultural Economics from University of Sydney. Charles is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Agricultural Economics

University of Sydney

2011

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2019

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Personal Financial Services Ltd

Oct 2012 - Present Current

Matrix Planning Solutions Limited

Sep 2011 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register