Callie Ann Cook
Financial Adviser in Warragul, Victoria, Australia
Review Callie Ann Cook
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001263666
- Location
- Warragul VIC 3820
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 26 June 2024
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2016); TASACLv1 Commercial Law, Kaplan Professional (2016); Tax for Financial Advising, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2019); Specialist SMSF Course, Super Concepts & The University of Adelaide (2023); FCP0001B Ethics & Professionalism in Financial Advice, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Callie Ann Cook
Callie Ann Cook is a financial adviser in Warragul, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001263666.
The licensee Callie advises under is Findex Advice Services Pty Ltd (AFS licence 243253). The current authorisation started on 26 June 2024.
The register records 2018 as the year Callie first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2014), Advanced Diploma of Financial Planning (Kaplan Professional, 2016) and TASACLv1 Commercial Law (Kaplan Professional, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Callie Ann Cook here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Callie Ann Cook a registered financial adviser?
Yes. Callie Ann Cook is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263666.
Which licensee does Callie Ann Cook work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Callie Ann Cook 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.