Data sourced from ASIC Financial Advisers Register
Financial Adviser · BUNDABERG WEST, QLD

Carey Leigh Dern

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001269576

Carey Leigh Dern is a financial adviser based in Bundaberg West, Queensland, with 8 years of experience in the financial services industry. Carey is currently authorised under Akumin Financial Planning Pty Limited. Carey 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 Financial Planning from Central Queensland University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

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

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Financial Planning
Central Queensland University
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2016
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register