Financial Adviser
· MOUNT WAVERLEY, VIC
Vicki Ann Carr
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298175
Vicki Ann Carr is a financial adviser based in Mount Waverley, Victoria, with 32 years of experience in the financial services industry. Vicki is currently authorised under Capstone Financial Planning Pty Ltd. Vicki 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 Business (Accounting) from La Trobe University. Vicki 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Accounting)
La Trobe University
1995
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2013
Margin Lending
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation
Kaplan Professional