Financial Adviser · OSBORNE PARK, WA

Amy Louise Barnard

OSBORNE PARK, WA

Tax advice
authorised

ASIC Registered · ADV 001321426

Licensee

Charter Financial Planning Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Amy Louise Barnard

Amy Louise Barnard is a financial adviser based in Osborne Park, Western Australia. Amy works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Amy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amy holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2026

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

May 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register