LEANNE BROWN

Financial Adviser ยท Busselton, WA

Registered

Registration Number

001251571

Registration Status

Registered

Location

Busselton, WA 6280

Providing Advice Since

2016

Registration Date

31/01/2017

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - - Kaplan Professional
2014 - 928 Margin Lending - Knowledge and Skills - Certificate (AQF 1-4) - Kaplan Professional Education
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - SMSF Specialist Advisor - Professional Designations - SMSF Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.