Data sourced from ASIC Financial Advisers Register
Financial Adviser · BALCATTA, WA

Charlene Byne

8 Years experience
Tax advice
authorised
Currently at
Sentry Advice Pty Ltd
West Perth, WA
View firm profile
ASIC Registered · ADV 001269063

Charlene Byne is a financial adviser based in Balcatta, Western Australia, with 8 years of experience in the financial services industry. Charlene is currently authorised under Sentry Advice Pty Ltd. Charlene 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 Higher Education Pty Limited. Charlene 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

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning FNS50615
Kaplan Australia
2017
Advanced Diploma of Financial Planning FNS60415
Kaplan Australia
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd
Apr 2021 - Present Current
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
GPL (VIC) PTY LTD
Nov 2018 - Apr 2021 Ceased

Source: ASIC Financial Advisers Register