Financial Adviser
· ORANGE, NSW
Christopher John Oldroyd
No disciplinary history on record with ASIC
ORANGE,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295272
About Christopher John Oldroyd
Christopher John Oldroyd is a financial adviser based in Orange, New South Wales, with 21 years of experience in the financial services industry since 2005. Christopher is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Christopher holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Christopher's qualifications include a Bachelor of Business (Finance/Banking) from Charlest Stuart University. Christopher is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Finance/Banking)
Charlest Stuart University
2009
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan
2010
Margin Lending Accreditation Program
Deakin Prime/SDIA
2016
DFP5v1 Tax for Financial Advising
Kaplan
2016
TASA and the TPB Code of Professional Conduct
Kaplan
2020
Ethics and Professional Relationships
Ethics - QUT