Financial Adviser
· CANTERBURY, VIC
Peter Karlson
No disciplinary history on record with ASIC
CANTERBURY,
VIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232091
About Peter Karlson
Peter Karlson is a financial adviser based in Canterbury, Victoria, with 28 years of experience in the financial services industry since 1998. Peter works at Count Financial, which is licensed through Count Financial Limited. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Business from Swinburne University of Technology. Peter is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor (SSA).
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 Business
Swinburne University of Technology
1998
Diploma of Financial Planning
Financial Planning Association (FPA)
2010
Margin Lending & Geared Investments
Kaplan Professional