Carey Leigh Dern
Financial Adviser in Bundaberg West, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269576
- Location
- Bundaberg West QLD 4670
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 22 November 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Financial Planning, Central Queensland University (2014); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2016); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2016); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Carey Leigh Dern
Carey Leigh Dern is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundaberg West, Queensland (adviser number 001269576).
The licensee Carey advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 22 November 2018.
According to the register, Carey first provided financial advice in 2018. The qualifications listed for Carey include Bachelor of Financial Planning (Central Queensland University, 2014), Certificate IV in Finance and Mortgage Broking (Kaplan Higher Education Pty Limited, 2016) and Diploma of Finance and Mortgage Broking Management (Kaplan Higher Education Pty Limited, 2016).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Carey Leigh Dern a registered financial adviser?
Yes. Carey Leigh Dern is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269576.
Which licensee does Carey Leigh Dern work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Carey Leigh Dern 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."