Financial Adviser
· DEAKIN, ACT
Charlotte Doig
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295706
Charlotte Doig is a financial adviser based in Deakin, Australian Capital Territory, with 4 years of experience in the financial services industry. Charlotte is currently authorised under Morgans Financial Limited. Charlotte holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Finance and Marketing) from UTS.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business (Finance and Marketing)
UTS
2019
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register