Financial Adviser
· SYDNEY, NSW
Ian Carter
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280090
Ian Carter is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Ian is currently authorised under Count Financial Limited. Ian 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 (Economics and Management Studies) from University of Wollongong. Ian 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
1988
Bachelor of Commerce (Economics and Management Studies)
University of Wollongong
1993
Graduate Diploma in Applied Finance and Investment
Securities Institute
2001
Graduate Diploma in Financial Planning
Securities Institute
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education