Carel Daniel Scheffer
Financial Adviser in Moss Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001009397
- Location
- Moss Vale NSW 2577
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 December 2021
- First provided advice
- 2003
- Qualifications
- Post Graduate Diploma in Financial Planning, University of the Free State (2004); Postgraduate Diploma of Financial Planning, University of the Free State (South Africa) (2004); Diploma of Financial Services (Financial Planning), Kaplan Education (2011); Diploma of Financial Services, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2013); Advanced Diploma of Financial Services, Mentor Education / RG146 (2013); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Carel Daniel Scheffer
Carel Daniel Scheffer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Moss Vale, New South Wales (adviser number 001009397).
Carel provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 15 December 2021.
The register records 2003 as the year Carel first provided financial advice. The qualifications listed for Carel include Post Graduate Diploma in Financial Planning (University of the Free State, 2004), Postgraduate Diploma of Financial Planning (University of the Free State (South Africa), 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Education, 2011). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Carel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Carel Daniel Scheffer a registered financial adviser?
Yes. Carel Daniel Scheffer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001009397.
Which licensee does Carel Daniel Scheffer work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Carel Daniel Scheffer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."