Financial Adviser
· ADELAIDE, SA
Lin Carey
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263264
Lin Carey is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. Lin is currently authorised under Halpin Wealth Partners Pty Ltd. Lin 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 (Historical SIA/FINSIA) from Kaplan Higher Education Pty Limited. Lin 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
2003
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education