MAREE ANNE BARWICK

Financial Adviser · Gympie, QLD

Registered

Registration Number

001241091

Registration Status

Registered

Location

Gympie, QLD 4570

Providing Advice Since

2016

Registration Date

27/02/2025

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2017 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Central Queensland University

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.