CARLY JARRETT
Financial Adviser · Bendigo, VIC
📚 Qualifications & Training
2016 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
2017 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2017 - MLFNS Principles of Margin Lending - Other - International Institute of Technology
2020 - MAA728 - Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University
2020 - MAA769 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2020 - MLC714 - Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
2024 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Education Pty Ltd
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.