CHARLOTTE VIDLER

Financial Adviser ยท Moss Vale, NSW

Registered

Registration Number

001313952

Registration Status

Registered

Location

Moss Vale, NSW 2577

Providing Advice Since

2025

Registration Date

13/02/2025

Financial Services Licensee

ADVICEIQ PARTNERS PTY LTD

Licence #000332957

๐Ÿ“š Qualifications & Training

2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney
2023 - Financial Planning and Taxation - Other - University of Technology Sydney
2023 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - University of Technology Sydney
2024 - Contemporary Business Law - Other - University of Technology Sydney
2025 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Technology Sydney

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.