CHARLES BANKS


Licensee: AXIS INVESTMENT CENTRE PTY LTD

CHARLES BANKS (Adviser# 000290354) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHARLES BANKS
Adviser Number 000290354
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000288193
AXIS INVESTMENT CENTRE PTY LTD
Adviser Start Date 2017-08-15
Appointing Representative Name AXIS INVESTMENT CENTRE PTY LTD
Appointing Representative Number 000288193

Authorisations to provide financial product advice

  • CHARLES BANKS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course LPAC Online
Bachelor of Business (Financial Planning) Royal Melbourne Institute of Technology
Diploma Business Banking and Finance Swinburne University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000288193 AXIS INVESTMENT CENTRE PTY LTD 2017-08-15 - AXIS INVESTMENT CENTRE PTY LTD
000229885 SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED
Further restrictions: Superannuation excludes SMSF Advice
2014-10-27 - 2017-07-14 SUNCORP FINANCIAL SERVICES PTY LTD
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2010-10-19 - 2014-08-08
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2003-03-23 - 2008-12-09

Licensee Information

Licence Name AXIS INVESTMENT CENTRE PTY LTD
Licence Number 000288193

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.