Financial Adviser · ASPENDALE, VIC

Christopher James Boon

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003399

Currently at

Ringwood, VIC

View firm profile

Christopher James Boon is a financial adviser based in Aspendale, Victoria, with 31 years of experience in the financial services industry since 1995. Christopher is currently authorised under Nextplan Financial. 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 Graduate Diploma of Financial Planning from Kaplan. Christopher is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992

Certificate in Financial Markets

Securities Institute

1996

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2022

Graduate Diploma of Financial Planning

Kaplan

Registration History

Nextplan Financial Pty Ltd

Jan 2021 - Present Current

Charter Financial Planning Limited

Nov 2017 - Jan 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Oct 2003 - Oct 2017 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register