Charles Ashley Felderhof

Name
Charles Ashley Felderhof
ID
452884
ABN
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Planning - Kaplan Professional
  • Bachelor of Arts - University of Auckland (NZ)
  • Diploma of Financial Planning - International Institute of Technology

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Aan Wealth Management Pty Ltd (#517548)
Commenced
May 25, 2022
Ceased
Sept. 21, 2022
Status
Ceased
Licence Holder
Dirigere Advisory Pty Limited (#524371)
Commenced
May 1, 2023
Ceased
Oct. 26, 2023
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Feb. 1, 2022
Ceased
March 11, 2022
Status
Ceased
Licence Holder
Lifestyle Asset Management Pty Ltd (#288421)
Commenced
Oct. 27, 2023
Ceased
Dec. 22, 2023
Status
Ceased
Licence Holder
Mwl Financial Services Pty Ltd (#235096)
Commenced
Oct. 31, 2022
Ceased
Dec. 2, 2022
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
Jan. 9, 2023
Ceased
April 28, 2023
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
March 31, 2020
Ceased
Sept. 20, 2021
Status
Current
Licence Holder
Maven Capital Pty ltd (#418504)
Commenced
Jan. 8, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Centra Wealth Pty Ltd (#422704)
Commenced
Dec. 8, 2014
Ceased
May 25, 2015
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
July 16, 2018
Ceased
Aug. 9, 2019
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Jan. 27, 2016
Ceased
Sept. 23, 2016
Status
Ceased
Licence Holder
Heritage And People's Choice Limited (#244310)
Commenced
April 18, 2017
Ceased
July 3, 2017
Status
Ceased
Licence Holder
Macquarie Equities Limited (#237504)
Commenced
Oct. 4, 2017
Ceased
Jan. 25, 2018