CHARLOTTE DOIG
Financial Adviser · Canberra, ACT
📚 Qualifications & Training
2017 - Bachelor of Business (Finance and Marketing) - Bachelor Degree (AQF 7) - UTS
2019 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
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.