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