Financial Adviser
· SYDNEY OLYMPIC PARK, NSW
Charlie Abd
No disciplinary history on record with ASIC
SYDNEY OLYMPIC PARK,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472511
About Charlie Abd
Charlie Abd is a financial adviser based in Sydney Olympic Park, New South Wales, with 11 years of experience in the financial services industry since 2015. Charlie is currently authorised under Bluewater Financial Advisors. Charlie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charlie's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Charlie is a member of Tax Practitioners Board.
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
2014
Diploma Financial Planning FNS50611
Kaplan Australia
2014
RG146 Managed Investments & Securities
Kaplan Australia
2015
Self Managed Superannuation Funds
Kaplan Australia
2017
Advanced Diploma Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan