SARAH JANE CARLI
Financial Adviser · Engadine, NSW
📚 Qualifications & Training
2017 - Bachelor of Commerce (Finance & Management) - - University of Wollongong
2018 - Certificate IV in Finance & Mortgage Broking - - Kaplan Professional
2018 - Diploma of Financial Planning - - Mentor Education
2020 - AU Inhouse SMSF Accreditation - Other - AUPFS
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.