Chris Matthies

Financial Adviser

ASIC adviser number:
000392551
Qualifications and training:

2009, Bachelor of Business, Bachelor Degree (AQF 7), Swinburne University of Technology
2009, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Pinnacle Financial Services Academy Pty Ltd
2018, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2021, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2021, FPE011 Debt Strategies, Other, Kaplan Higher Education Pty Limited
2021, SuperConcepts Specialist SMSF Course, Other, University of Adelaide

When adviser first provided advice:
2010
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
10-12 Chapel Street St
Blackburn  VIC  3130
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».