Financial Adviser
· ALBANY, WA
Caillie Carpenter
No disciplinary history on record with ASIC
ALBANY,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269712
Caillie Carpenter is a financial adviser based in Albany, Western Australia, with 8 years of experience in the financial services industry since 2018. Caillie is currently authorised under Grove Securities. Caillie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Caillie's qualifications include a Certified Financial Planner from FAAA. Caillie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2018
Diploma of Financial Planning
Monarch Institute
2020
Graduate Certificate in Financial Planning
Griffith University
2022
Graduate Certificate In Self Managed Super Funds
Kaplan Professional
2022
SMSF Specialist Adviser
SMSF Association
2024
Certified Financial Planner
FAAA
2024
Master of Financial Planning
Griffith University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register