Financial Adviser
· SYDNEY, NSW
Charlene Raineri
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256894
Charlene Raineri is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Charlene is currently authorised under Alliance Wealth Pty Ltd. Charlene 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 Graduate Diploma of Financial Planning from Kapan Higher Education. Charlene is a member of Associate Member of the Financial Planning Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Supernanuation Funds Program
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kapan Higher Education
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register