Financial Adviser
· WARRAGUL, VIC
Callie Ann Cook
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263666
Callie Ann Cook is a financial adviser based in Warragul, Victoria, with 8 years of experience in the financial services industry. Callie is currently authorised under Findex Advice Services Pty Ltd. Callie 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
TASACLv1 Commercial Law
Kaplan Professional
2016
Tax for Financial Advising
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Specialist SMSF Course
Super Concepts & The University of Adelaide
2025
FCP0001B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register