Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Christopher D'cruz

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249246
Currently at
Psk Financial Services Group
Sydney, NSW
View firm profile

Christopher D'cruz is a financial adviser based in Parramatta, New South Wales, with 26 years of experience in the financial services industry since 2000. Christopher is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Christopher is a member of Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Economics
Macquarie University
2002
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
2002
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2005
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca
2012
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
2014
Cavendish & ICFS Specialist Self Managed Superannuation Funds
The University of Adelaide
2021
ALPA Accredited Listed Product Adviser
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives
Charter Financial Planning Limited
Jan 2021 - Dec 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jan 2004 - Jan 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register