Financial Adviser · BALCATTA, WA

Charlene Byne

BALCATTA, WA

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269063

Currently at

Odyssey Financial Services (Wa)

Sydney, NSW (firm address)

View firm profile

Charlene Byne is a financial adviser based in Balcatta, Western Australia, with 8 years of experience in the financial services industry since 2018. Charlene is currently authorised under Sentry Advice, operating through Odyssey Financial Services (Wa). Charlene holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Charlene's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Charlene 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

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2016

Diploma of Financial Planning FNS50615

Kaplan Australia

2017

Advanced Diploma of Financial Planning FNS60415

Kaplan Australia

2020

FPC002B Ethics and Professionalism in Financial Advice.

Ethics - Kaplan Higher Education Pty Limited

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd

Apr 2021 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

GPL (VIC) PTY LTD

Nov 2018 - Apr 2021 Ceased

Source: ASIC Financial Advisers Register