Cheryl Ann Haines
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006485
- Location
- Brisbane City QLD 4000
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 9 August 2019
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1994); Certificate of Superannaution Management, The Association of Superannuation Funds of Australia (1994); Diploma of Superannuation Management, The Association of Superannuation Funds of Australia (2002); 8 Unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (2004); CFP Certification Program, Financial Advice Association of Australia Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About Cheryl Ann Haines
Cheryl Ann Haines is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001006485.
Cheryl provides advice as an authorised representative of Guideway Financial Services Pty Ltd, which holds Australian financial services licence 420367. The current authorisation started on 9 August 2019.
According to the register, Cheryl first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (Accountancy) (Queensland University of Technology, 1994), Certificate of Superannaution Management (The Association of Superannuation Funds of Australia, 1994) and Diploma of Superannuation Management (The Association of Superannuation Funds of Australia, 2002). Cheryl is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Cheryl Ann Haines a registered financial adviser?
Yes. Cheryl Ann Haines is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006485.
Which licensee does Cheryl Ann Haines work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Cheryl Ann Haines 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."