JANE CARR
Financial Adviser · Ballina, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2012 - Self-Managed Superannuation Funds Program - Other - Kaplan Professional
2017 - Fellow Chartered Financial Practitioner (FChFP) Program - Professional Designations - Association of Financial Advisers (AFA)
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Fellow Chartered Financial Practitioner of the 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.