Financial Adviser
· SYDNEY, NSW
Christopher Forrest
No disciplinary history on record with ASIC
SYDNEY,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002691
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Esencia Wealth Partners
About Christopher Forrest
Christopher Forrest is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry since 1998. Christopher works at Esencia Wealth, which is licensed through Esencia Wealth Partners. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Christopher 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Economics
Macquarie University
2001
Certified Financial Planner
Financial Advice Association of Australia Limited
2004
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education