Financial Adviser
· WANGARATTA, VIC
Charmaine Hall
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002843
Charmaine Hall is a financial adviser based in Wangaratta, Victoria, with 14 years of experience in the financial services industry. Charmaine is currently authorised under Advice Evolution Pty Ltd. Charmaine 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 Master of Financial Planning from Kaplan Professional. Charmaine 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
2009
Diploma of Financial Services (Financial Planning)
ThreeSixty (MLC Education)
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register