ALLIRA RHIANNON SUMMERVILLE

Financial Adviser · Warrnambool, VIC

Registered

Registration Number

001264082

Registration Status

Registered

Location

Warrnambool, VIC 3280

Providing Advice Since

2018

Registration Date

16/05/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2012 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.