CAILLIE CARPENTER
Financial Adviser · Albany, WA
📚 Qualifications & Training
2018 - Diploma of Financial Planning - - Monarch Institute
2020 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2022 - Graduate Certificate In Self Managed Super Funds - Graduate Certificate (AQF 8) - Kaplan Professional
2022 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2024 - Certified Financial Planner - Professional Designations - FAAA
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.