Financial Adviser
· BAIRNSDALE, VIC
Carl Jeffery Freshwater
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001097
Carl Jeffery Freshwater is a financial adviser based in Bairnsdale, Victoria, with 11 years of experience in the financial services industry. Carl is currently authorised under Spark Advisors Australia Pty Ltd. Carl 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 Certified Financial Planner from Financial Advice Association Australia. Carl 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
2006
Bachelor of Business (Business Information Systems)
RMIT
2010
Diploma of Financial Services
Kaplan Professional
2012
Advanced Diploma of Financial Services
Kaplan Professional
2016
Certified Financial Planner
Financial Advice Association Australia
2017
Self Managed Superannuation
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised for SMSF
TOTAL LICENSING SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register