CALLUM JAMES CARMONT

Financial Adviser · Ballina, NSW

Registered

Registration Number

001310751

Registration Status

Registered

Location

Ballina, NSW 2478

Providing Advice Since

2024

Registration Date

07/08/2024

Financial Services Licensee

WEALTH MANAGEMENT MATTERS PTY LTD

Licence #000491619

📚 Qualifications & Training

2018 - Bachelor of Business - Management - Bachelor Degree (AQF 7) - Griffith University
2018 - Bachelor of Commerce - Financial Planning - Bachelor Degree (AQF 7) - Griffith University
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.