Financial Adviser · PORT MACQUARIE, NSW

Grant Dennis Carson

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000307725

Grant Dennis Carson is a financial adviser based in Port Macquarie, New South Wales, with 20 years of experience in the financial services industry. Grant is currently authorised under Bugden Wealth Solutions Pty Ltd. Grant holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of New England. Grant is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce
University of New England
2008
Self Managed Superannuation Funds
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
Accredited Listed Product Adviser Program
Kaplan Professional Education
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education

Registration History

May 2022 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Nov 2006 - May 2022 Ceased

Source: ASIC Financial Advisers Register