Carolyn Bindon – Financial Adviser

Adviser identifying number: 241290
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PRIVATE WEALTH PTY LTD
Licence number: 320404
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/02/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 320404
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • CFP ? Diploma of Financial Planning Unit 8 – Deakin University
  • Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
  • Certificate IV in Property Services – Complete Property Training
  • Diploma of Financial Planning – Deakin University
  • Graduate Diploma in Financial Planning – Kaplan Professional Education
  • Master of Financial Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

  • Association of Superannuation Funds Australia (ASFA)
  • Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Carolyn Bindon is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility