Charbel Fahd – Financial Adviser
Adviser identifying number: 302146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.
The date the Financial Adviser commenced the appointment: 20/12/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma of Finance and Mortgage Broking Management – NSW TAFE
- Diploma of Financial Planning – Tribeca
- SMSF Audit Course – Institute of Public Accountants
- Tax Agent – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- Institute of Public Accountants (IPA)
- Mortgage & Finance Association of Australia
- National Tax & Accountants’ Association
Charbel Fahd is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility