CAROLINE MULVANEY

Financial Adviser · Camberwell, VIC

Registered

Registration Number

001257105

Registration Status

Registered

Location

Camberwell, VIC 3124

Providing Advice Since

2007

Registration Date

17/07/2007

Financial Services Licensee

PLANNING PARTNERS PTY. LTD.

Licence #000222835

📚 Qualifications & Training

2008 - B Bus (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2021 - Ethics and Client Management - Bridging Course - Ethics - Swinburne University of Technology

🏢 Professional Memberships

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.