CARLA HELENE ALLEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor Economics - Bachelor Degree (AQF 7) - Macquarie University
1996 - Chartered Accountant of Australia - Professional Designations - CAANZ
2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.