Emma Jane Bant
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000426333
- Location
- Warrnambool VIC 3280
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 14 August 2012
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, standard margin lending, 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 Emma Jane Bant
On the Financial Advisers Register kept by ASIC, Emma Jane Bant appears as a current financial adviser in Warrnambool, Victoria, adviser number 000426333.
Emma provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 14 August 2012.
According to the register, Emma first provided financial advice in 2013. The qualifications listed for Emma include Bachelor of Commerce (Financial Planning) (Deakin University, 2010), Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Emma Jane Bant a registered financial adviser?
Yes. Emma Jane Bant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000426333.
Which licensee does Emma Jane Bant work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Emma Jane Bant 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; standard margin lending; 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."