SARAH-JANE FAULDS

Financial Adviser · Bathurst, NSW

Registered

Registration Number

001263539

Registration Status

Registered

Location

Bathurst, NSW 2795

Providing Advice Since

2018

Registration Date

23/04/2018

Financial Services Licensee

SPECIALISED PRIVATE CAPITAL WHOLESALE PTY LTD

Licence #000238244

📚 Qualifications & Training

2000 - Bachelor of Business (Accounting) - - Charles Sturt University
2016 - SMSF Core Course - - DBA Network Pty Ltd
2018 - Accountants Essential Advice - - Integrity Education Group
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

CPA Australia (CPA)

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.