Charles Boyd Financial Planner Report

Name:
Charles Daniell Boyd

Rep Number:
001000758

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2007-03-20 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Kaplan Professional Education / Tribeca
ASX Accredited Derivatives Adviser Level 1&2
RMIT
Bachelor of Business (Economics & Finance)
Kaplan Professional Education
Margin Lending and Geared Investments
SDIA / Deakin University
SDIA Accreditation Program Assessment
Stockbrokers Association of Australia
Superannuation Accreditation Program