Jane Carr
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004219
- Location
- Ballina NSW 2478
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 30 October 2020
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2003); Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2005); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Self-Managed Superannuation Funds Program, Kaplan Professional (2012); Fellow Chartered Financial Practitioner (FChFP) Program, Association of Financial Advisers (AFA) (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- Memberships
- Fellow Chartered Financial Practitioner of the FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jane Carr
Jane Carr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 001004219).
The licensee Jane advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 30 October 2020.
According to the register, Jane first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec, 2003), Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2005) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). Professional memberships recorded: Fellow Chartered Financial Practitioner of the FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jane Carr a registered financial adviser?
Yes. Jane Carr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004219.
Which licensee does Jane Carr work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jane Carr 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; standard margin lending.