CARINA LEE LANE

Financial Adviser · Warrnambool, VIC

Registered

Registration Number

000319345

Registration Status

Registered

Location

Warrnambool, VIC 3280

Providing Advice Since

2007

Registration Date

07/11/2007

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribeca
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2018 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.