Financial Adviser · BROADBEACH, QLD

Charlene Lee Thompson

17 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001242582

Charlene Lee Thompson is a financial adviser based in Broadbeach, Queensland, with 17 years of experience in the financial services industry. Charlene is currently authorised under Australia And New Zealand Banking Group Limited. 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 Certified Financial Planner from FAAA. Charlene 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

Restrictions: Securities - Class of product advice only.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business

Griffith University

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

Certified Financial Planner

FAAA

2025

SMSF Regulations and Taxation

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Feb 2025 - Present Current

Securities - Class of product advice only.

Independent Wealth Management Pty Ltd

Jul 2018 - Jan 2025 Ceased

Psk Advisory Services Pty Ltd

Jun 2015 - Nov 2017 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Feb 2009 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register