Financial Adviser
· JOONDALUP, WA
Carol Lobo
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004715
Carol Lobo is a financial adviser based in Joondalup, Western Australia, with 21 years of experience in the financial services industry. Carol is currently authorised under Symmetry Group Pty Ltd. Carol 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 Certified Financial Planner (CFP) from Deakin University. Carol 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma in Business Studies
TAFE WA
2004
Bachelor of Commerce (Financial Planning)
Curtin University
2006
Certified Financial Planner (CFP)
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2018
SMSF Specialist Advisor
Self Managed Super Fund Association
Registration History
ST.GEORGE BANK LIMITED
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register