Financial Adviser
· MELBOURNE, VIC
Caitlin Marie Telford
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001291642
Caitlin Marie Telford is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry. Caitlin is currently authorised under Aware Financial Services Australia Limited. Caitlin holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2020
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2020
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Source: ASIC Financial Advisers Register