Financial Adviser
· WOOLOOWARE, NSW
Tanya Clara Carlson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000376214
Tanya Clara Carlson is a financial adviser based in Woolooware, New South Wales, with 16 years of experience in the financial services industry. Tanya is currently authorised under Gps Wealth Ltd. Tanya 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 Master of Financial Planning from Kaplan Higher Education. Tanya 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
2015
Margin Lending
Kaplan Professional
2015
Self-Managed Superannuation Funds
Kaplan Professional
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education
2019
Master of Financial Planning
Kaplan Higher Education
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register