Financial Adviser
· SYDNEY, NSW
Danielle Carpenter
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261986
Danielle Carpenter is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Danielle is currently authorised under Unisuper Management Pty. Ltd.. Danielle 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 Certified Financial Planner from Financial Planning Association. Danielle is a member of Financial Advice Association of Australia (FAAA).
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
2015
Bachelor of commerce (Financial Planning and human resource management)
Univeristy of Wollongong
2020
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
Source: ASIC Financial Advisers Register