Financial Adviser
· HOBART, TAS
Duncan Michael Carey
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265978
Duncan Michael Carey is a financial adviser based in Hobart, Tasmania, with 8 years of experience in the financial services industry. Duncan is currently authorised under Shadforth Financial Group Limited. Duncan 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 Pty Ltd. Duncan 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business
Southern Cross University
2017
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2018
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd