Charlotte Doig

Financial Adviser

ASIC adviser number:

001295706

Qualifications and training:

2017, Bachelor of Business (Finance and Marketing), Bachelor Degree (AQF 7), UTS
2019, FPC001B Economic and Legal Context for Financial Planning, Bridging Course, Regulation & Legal Obligations, Kaplan
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan
2020, Graduate Diploma of Financial Planning, Graduate Certificate (AQF 8), Kaplan
2021, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2022

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

Level 1, 25 Napier Cl
Deakin ACT 2600

Website:

https://www.morgans.com.au/Branches/ACT/canberra/

AFS licence holder name:

Morgans Financial Limited

AFS licence number:

000235410

Licence controlled by:

E&P Financial Group Limited ~ David Evans [Date Ceased: 08/02/2017] ~ Jolimont Terrace Investments Pty Ltd [Date Ceased: 08/02/2017]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».