Financial Adviser · WEST END, QLD

Christopher Leonard Ey

WEST END, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000263712

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Christopher Leonard Ey

Christopher Leonard Ey is a financial adviser based in West End, Queensland, with 20 years of experience in the financial services industry since 2006. Christopher is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. 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 Bachelor of Business (Banking & Finance) from Queensland University of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Banking & Finance)

Queensland University of Technology

2004

Self Managed Superannuation Funds

Tribeca

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2014

Margin Lending

Pinnacle Financial Services Academy Pty Ltd

Registration History

Charter Financial Planning Limited

Nov 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Feb 2014 - Nov 2022 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.

MERCY SUPER PTY LTD

Sep 2013 - Nov 2013 Ceased

Millennium 3 Financial Services Pty Ltd

Nov 2009 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register