VICKI ANN CARR
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
1995 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2013 - Margin Lending - Other - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2018 - Self Managed Superannuation - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.