Financial Adviser
· BENDIGO, VIC
Carly Jarrett
No disciplinary history on record with ASIC
BENDIGO,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269172
Carly Jarrett is a financial adviser based in Bendigo, Victoria, with 8 years of experience in the financial services industry since 2018. Carly is currently authorised under Bridges Financial Services. Carly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carly's qualifications include a Bachelor of Business (Accounting) from La Trobe University.
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
2016
Bachelor of Business (Accounting)
La Trobe University
2017
FNS50615 Diploma of Financial Planning
International Institute of Technology
2017
MLFNS Principles of Margin Lending
International Institute of Technology
2020
MAA728
Bridging Course - Behavioural Finance - Deakin University
2020
MAA769
Bridging Course - Ethics - Deakin University
2020
MLC714
Bridging Course - Regulation & Legal Obligations - Deakin University
2024
FPC003 Superannuation and Retirement Advice
Kaplan Education Pty Ltd