Financial Adviser · BRISBANE CITY, QLD

John Michael Carter

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005962

John Michael Carter is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. John is currently authorised under Ord Minnett Limited. John holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of International Business from Griffith University. John is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of International Business
Griffith University
2008
Accredited Derivatives Adviser Level 2 Exam
Kaplan Professional Education
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional

Registration History

Jan 2017 - Present Current
E.L. & C. BAILLIEU PTY LIMITED
Dec 2021 - Jun 2022 Ceased
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Jan 2017 - Jun 2020 Ceased
Jun 2007 - Dec 2016 Ceased
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register