Sarah Jane Carli
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268985
- Location
- Wollongong NSW 2500
- Licensee
- HLB Wealth Management (Wollongong) Pty Ltd (AFSL 418747)
- Authorised since
- 6 September 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Finance & Management), University of Wollongong (2017); Certificate IV in Finance & Mortgage Broking, Kaplan Professional (2018); Diploma of Financial Planning, Mentor Education (2018); AU Inhouse SMSF Accreditation, AUPFS (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Jane Carli
On the Financial Advisers Register kept by ASIC, Sarah Jane Carli appears as a current financial adviser in Wollongong, New South Wales, adviser number 001268985.
Sarah provides advice as an authorised representative of HLB Wealth Management (Wollongong) Pty Ltd, which holds Australian financial services licence 418747. The current authorisation started on 6 September 2021.
According to the register, Sarah first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (Finance & Management) (University of Wollongong, 2017), Certificate IV in Finance & Mortgage Broking (Kaplan Professional, 2018) and Diploma of Financial Planning (Mentor Education, 2018).
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.
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Questions people ask
Is Sarah Jane Carli a registered financial adviser?
Yes. Sarah Jane Carli is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268985.
Which licensee does Sarah Jane Carli work under?
HLB Wealth Management (Wollongong) Pty Ltd, Australian financial services licence 418747.
What can Sarah Jane Carli 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.