Financial Adviser
· LAUNCESTON, TAS
Candice Lee Whiting
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002115
Candice Lee Whiting is a financial adviser based in Launceston, Tasmania, with 14 years of experience in the financial services industry. Candice is currently authorised under Tg Financial Pty. Ltd.. Candice 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 Advanced Diploma of Financial Planning from Kaplan Professional Education. Candice 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
Derivatives
Government Bonds
Margin Lending
Restrictions: Add Basic Deposit & Payment Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
B.Com
University of Tasmania
2008
Bacheloire of Commerce
University of Tasmania
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan