Financial Adviser · BUDERIM, QLD

Charles Banks

BUDERIM, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000290354

Currently at

Pellemari Investments

Buderim, QLD (firm address)

View firm profile

About Charles Banks

Charles Banks is a financial adviser based in Buderim, Queensland, with 20 years of experience in the financial services industry since 2006. Charles is currently authorised under Pellucid Wealth, operating through Pellemari Investments. 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 Business (Financial Planning) from Royal Melbourne Institute of Technology. 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

2001

Diploma Business Banking and Finance

Swinburne University

2003

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2003

Self Managed Superannuation Funds

Kaplan

2008

ASX Listed Products Accreditation Course

LPAC Online

Registration History

Pellucid Wealth Pty Ltd

Mar 2022 - Present Current

Infocus Securities Australia Pty Ltd

May 2021 - Mar 2022 Ceased

AXIS INVESTMENT CENTRE PTY LTD

Aug 2017 - Apr 2021 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Oct 2014 - Jul 2017 Ceased

Superannuation excludes SMSF Advice

Australia And New Zealand Banking Group Limited

Oct 2010 - Aug 2014 Ceased

Hillross Financial Services Limited

Mar 2003 - Dec 2008 Ceased

Source: ASIC Financial Advisers Register