Charles Banks
PELLEMARI INVESTMENTS PTY LTD · Buderim QLD 4556 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000290354
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PELLUCID WEALTH PTY LTD · AFSL 535397Through authorised representative PELLEMARI INVESTMENTS PTY LTD (no. 001286751)Since 19 March 2022
- Principal business address
- Buderim QLD 4556
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2022 – presentPELLUCID WEALTH PTY LTD · AFSL 535397Through authorised representative PELLEMARI INVESTMENTS PTY LTD (no. 001286751)
- CEASEDMay 2021 – Mar 2022INFOCUS SECURITIES AUSTRALIA PTY LTD · AFSL 236523
- CEASEDAug 2017 – Apr 2021AXIS INVESTMENT CENTRE PTY LTD · AFSL 288193
- CEASEDOct 2014 – Jul 2017SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885
- CEASEDOct 2010 – Aug 2014AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDMar 2003 – Dec 2008HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
ASX Listed Products Accreditation Course
LPAC Online · 2008
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology · 2003
Self Managed Superannuation Funds
Kaplan · 2003 · Other
Diploma Business Banking and Finance
Swinburne University · 2001
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Charles Banks claims the profile.
Reviews
Not yet reviewed
No client has reviewed Charles Banks on Souffle yet.
Contacting Charles Banks
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PELLEMARI INVESTMENTS PTY LTD
Authorised by PELLUCID WEALTH PTY LTD · AFSL 535397
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Charles Banks claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.