Financial Adviser
· BALLINA, NSW
Jane Carr
No disciplinary history on record with ASIC
BALLINA,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004219
Jane Carr is a financial adviser based in Ballina, New South Wales, with 22 years of experience in the financial services industry since 2004. Jane is currently authorised under Alliance Wealth, operating through Jane Carr. Jane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jane's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Jane is a member of Fellow Chartered Financial Practitioner of the FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Self-Managed Superannuation Funds Program
Kaplan Professional
2017
Fellow Chartered Financial Practitioner (FChFP) Program
Association of Financial Advisers (AFA)
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register