Charles Laurence Fraser – Financial Adviser

Adviser identifying number: 1002335
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: QUINTESSENTIAL FINANCIAL PLANNING LTD
Licence number: 302947
Licensee’s ABN: 31120066113
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LYNDHURST FAMILY ADVISORY PTY LTD
Authorised Representative identifying number: 1238717
Authorised Representative’s ABN: 76609862526

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:

• Bachelor of Business – Marketing and Finance – Queensland University of Technology
• Diploma in Financial Planning – Deaking University
• High Potential Leadership Program – Harvard Business School

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Charles Laurence Fraser is authorised to provide advices on following products:

• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility