Financial Adviser · SOUTH MELBOURNE, VIC

Cherie Jane Carmody

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000284808

Cherie Jane Carmody is a financial adviser based in South Melbourne, Victoria, with 28 years of experience in the financial services industry. Cherie is currently authorised under Advocate Advisory Pty. Ltd.. Cherie 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 Deakin University. Cherie 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Business (Accounting)
Deakin University
1995
Bachelor of Business
Deakin University
2002
Diploma of Financial Planning
Financial Planning Association
2008
SMSF Accreditation
Kaplan Professional
2008
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Margin Lending Accreditation
Kaplan Professional

Registration History

May 2020 - Present Current
Nov 2019 - May 2020 Ceased
Nov 2007 - Apr 2018 Ceased

Source: ASIC Financial Advisers Register