Data sourced from ASIC Financial Advisers Register
Financial Adviser · KELLYVILLE RIDGE, NSW

Carel Daniel Scheffer

23 Years experience
Tax advice
authorised
Currently at
Alliance Wealth Pty Ltd
Bundall, QLD
View firm profile
ASIC Registered · ADV 001009397

Carel Daniel Scheffer is a financial adviser based in Kellyville Ridge, New South Wales, with 23 years of experience in the financial services industry. Carel is currently authorised under Alliance Wealth Pty Ltd. Carel 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 Post Graduate Diploma in Financial Planning from University of the Free State. Carel is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2004
Post Graduate Diploma in Financial Planning
University of the Free State
2004
Postgraduate Diploma of Financial Planning
University of the Free State (South Africa)
2011
Diploma of Financial Services (Financial Planning)
Kaplan Education
2011
Diploma of Financial Services
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Mentor Education
2013
Advanced Diploma of Financial Services
Mentor Education / RG146
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd
Dec 2021 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
FINCHOICE PTY LTD
Jun 2015 - Dec 2021 Ceased
Advice on Superannuation excludes Self Managed Superannuation Funds.

Source: ASIC Financial Advisers Register