CAROL LOBO
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2000 - Diploma in Business Studies - Certificate (AQF 1-4) - TAFE WA
2004 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2006 - Certified Financial Planner (CFP) - Professional Designations - Deakin University
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2018 - SMSF Specialist Advisor - Other - Self Managed Super Fund Association
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.