CARLY EMMA VOSS

Financial Adviser · Mandurah, WA

Registered

Registration Number

001000103

Registration Status

Registered

Location

Mandurah, WA 6210

Providing Advice Since

2015

Registration Date

07/06/2023

Financial Services Licensee

OAKWOOD FINANCIAL GROUP PTY LIMITED

Licence #000255231

📚 Qualifications & Training

2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2024 - Economic and Legal Context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

🏢 Professional Memberships

FBAA - Finance Brokers Association of Australia
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.