CHERIE JANE CARMODY

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000284808

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1998

Registration Date

07/11/2019

Financial Services Licensee

TRUWEALTH GROUP PTY LTD

Licence #000499444

πŸ“š Qualifications & Training

1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
1995 - Bachelor of Business - - Deakin University
2002 - Diploma of Financial Planning - - Financial Planning Association
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2008 - SMSF Accreditation - Other - Kaplan Professional
2008 - Self Managed Superannuation Funds - - Kaplan Professional
2011 - Margin Lending and Geared Investments - - Kaplan Professional
2016 - Margin Lending Accreditation - Other - Kaplan Professional

🏒 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.