Carina Lee Lane
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319345
- Location
- Warrnambool VIC 3280
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 7 November 2007
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, 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 Carina Lee Lane
Carina Lee Lane is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrnambool, Victoria (adviser number 000319345).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 7 November 2007.
The register records 2007 as the year Carina first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2018).
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.
The register adds a condition to this authorisation: “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 Carina Lee Lane a registered financial adviser?
Yes. Carina Lee Lane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319345.
Which licensee does Carina Lee Lane work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Carina Lee Lane 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."