Vicki Ann Carr
Financial Adviser in Mount Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298175
- Location
- Mount Waverley VIC 3149
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 February 2006
- First provided advice
- 1994
- Qualifications
- Bachelor of Business (Accounting), La Trobe University (1992); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1995); Margin Lending, Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Self Managed Superannuation, Kaplan Professional (2018)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Vicki Ann Carr
Vicki Ann Carr is a financial adviser in Mount Waverley, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000298175.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 16 February 2006.
The register records 1994 as the year Vicki first provided financial advice. The qualifications listed for Vicki include Bachelor of Business (Accounting) (La Trobe University, 1992), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1995) and Margin Lending (Kaplan Professional, 2013). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Vicki Ann Carr a registered financial adviser?
Yes. Vicki Ann Carr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298175.
Which licensee does Vicki Ann Carr work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Vicki Ann Carr 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.