Financial Adviser
· BURWOOD, NSW
Charbel Boutros
No disciplinary history on record with ASIC
BURWOOD,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314578
Charbel Boutros is a financial adviser based in Burwood, New South Wales, with 19 years of experience in the financial services industry since 2007. Charbel is currently authorised under Ccafp Wealth, operating through Blueprint Advisors. Charbel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charbel's qualifications include a Graduate Diploma in Financial Planning from Western Sydney University. Charbel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2014
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2022
Graduate Diploma in Financial Planning
Western Sydney University
Registration History
GWM ADVISER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register