Caillie Carpenter
Financial Adviser in Albany, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269712
- Location
- Albany WA 6330
- Licensee
- Grove Securities Pty Ltd (AFSL 233713)
- Authorised since
- 19 November 2020
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2018); Graduate Certificate in Financial Planning, Griffith University (2020); Graduate Certificate In Self Managed Super Funds, Kaplan Professional (2022); SMSF Specialist Adviser, SMSF Association (2022); Certified Financial Planner, FAAA (2024); Master of Financial Planning, Griffith University (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Caillie Carpenter
Caillie Carpenter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albany, Western Australia (adviser number 001269712).
Caillie provides advice as an authorised representative of Grove Securities Pty Ltd, which holds Australian financial services licence 233713. The current authorisation started on 19 November 2020.
The register records 2018 as the year Caillie first provided financial advice. The qualifications listed for Caillie include Diploma of Financial Planning (Monarch Institute, 2018), Graduate Certificate in Financial Planning (Griffith University, 2020) and Graduate Certificate In Self Managed Super Funds (Kaplan Professional, 2022). Caillie is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Caillie Carpenter a registered financial adviser?
Yes. Caillie Carpenter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269712.
Which licensee does Caillie Carpenter work under?
Grove Securities Pty Ltd, Australian financial services licence 233713.
What can Caillie Carpenter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.