Christopher Francis Carlin

Name
Christopher Francis Carlin
ID
1235031
ABN
–
First Provided Advice
2015

Qualifications

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

  • 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
  • 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
  • 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional
  • 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

Memberships

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

Licencee

Status
Ceased
Licence Holder
Affinia Financial Advisers Pty Ltd (#237857)
Commenced
May 24, 2023
Ceased
Aug. 31, 2023
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Sept. 1, 2023
Ceased
June 28, 2024
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
July 4, 2018
Ceased
May 23, 2023
Status
Current
Licence Holder
Infocus Securities Australia Pty ltd (#236523)
Commenced
Aug. 26, 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
Australia And New Zealand Banking Group Limited (#234527)
Commenced
April 15, 2016
Ceased
June 28, 2018
Status
Ceased
Licence Holder
Csf Pty Limited (#246664)
Commenced
Sept. 1, 2015
Ceased
March 4, 2016
Status
Ceased
Licence Holder
Dixon Advisory & Superannuation Services Pty Limited (#231143)
Commenced
Oct. 22, 2012
Ceased
July 1, 2013
Status
Ceased
Licence Holder
Szezjay Investments Pty. Ltd. (#247145)
Commenced
July 16, 2012
Ceased
Nov. 1, 2013