Financial Adviser · ADELAIDE, SA

Charlie Ralph Potter

ADELAIDE, SA
1 Years experience
ASIC Registered · ADV 001296067
Currently at
Adelaide, SA (firm address)

Charlie Ralph Potter is a financial adviser based in Adelaide, South Australia, with 1 year of experience in the financial services industry since 2025. Charlie is currently authorised under Baker Young Limited, operating through Baker Young. Charlie holds authorisations to advise on deposit products and government bonds. Charlie's qualifications include a Bachelor of Ecomonics with Bachelor of Finance from The University of Adelaide.

Authorised to Advise On

Deposit Products Government Bonds

Qualifications and Training

2021
Core 1
2023
Bachelor of Ecomonics with Bachelor of Finance
The University of Adelaide
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jan 2025 - Present Current

Source: ASIC Financial Advisers Register