MAREE THERESE JARRETT

Financial Adviser ยท Woolloongabba, QLD

Registered

Registration Number

000261161

Registration Status

Registered

Location

Woolloongabba, QLD 4102

Providing Advice Since

1994

Registration Date

27/04/2020

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1986 - BA(Economics) - Bachelor Degree (AQF 7) - University of Qld
1994 - Certificate in Financial Markets - Certificate (AQF 1-4) - The Securities Institute of Australia
1995 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of New England

๐Ÿข Professional Memberships

Aged Care Steps
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.