Financial Adviser
· BALLINA, NSW
Carla Mcguire
No disciplinary history on record with ASIC
BALLINA,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306252
Carla Mcguire is a financial adviser based in Ballina, New South Wales, with 2 years of experience in the financial services industry since 2024. Carla is currently authorised under Fortnum Private Wealth. Carla holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carla's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
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
2023
FPC008
Other - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
2024
SMSF
The University of Adelaide/SuperConcepts