Financial Adviser
· MELBOURNE, VIC
Carlie Maree Thatcher
No disciplinary history on record with ASIC
MELBOURNE,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277508
About Carlie Maree Thatcher
Carlie Maree Thatcher is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Carlie is currently authorised under Mbs Advice Licence. Carlie holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Carlie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professionals.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2016
Certificate IV in Finance and Mortgage Broking
Finance & Related Services Training Academy (FARSTA)
2016
Diploma of Financial Planning
Kaplan Professional
2019
Financial Planning
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professionals
2021
Requirements to meet FASEA
FASEA
Registration History
WEALTH ARCHITECTS LIFE PTY LTD
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